See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,310 | $109,413+42.9% | $156,2630% | $84,808+84.3% |
| Participation rate | 89.7% | 72.7%+17.0pp | 78.9%+10.8pp | 68.3%+21.4pp |
| Annual return | 15.78% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,042 | $2,907+39.1% | $4,333-6.7% | $2,631+53.6% |
| Participant deferral / active EE | $9,185 | $4,590+100.1% | $6,158+49.2% | $4,212+118.1% |
| Admin fee / account holder | $3,890 | $9,357-58.4% | $14,255-72.7% | $7,344-47.0% |