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 | $160,400 | $86,286+85.9% | $111,297+44.1% | $85,850+86.8% |
| Participation rate | 80.9% | 73.3%+7.5pp | 77.3%+3.5pp | 69.3%+11.5pp |
| Annual return | 16.68% | 19.99%-3.3pp | 54.65%-38.0pp | 318.53%-301.9pp |
| Employer contribution / active EE | $4,787 | $2,043+134.3% | $2,731+75.3% | $2,565+86.6% |
| Participant deferral / active EE | $4,508 | $3,641+23.8% | $4,487+0.5% | $3,952+14.1% |
| Admin fee / account holder | $9,735 | $8,188+18.9% | $7,964+22.2% | $6,260+55.5% |