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 7-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 | $180,734 | $93,571+93.2% | $135,903+33.0% | $75,163+140.5% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 17.09% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $10,272 | $3,537+190.5% | $4,856+111.5% | $2,670+284.8% |
| Participant deferral / active EE | $10,803 | $6,404+68.7% | $7,758+39.3% | $4,125+161.9% |
| Admin fee / account holder | $5,879 | $6,975-15.7% | $10,762-45.4% | $5,651+4.0% |