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 | $151,796 | $89,753+69.1% | $107,525+41.2% | $84,808+79.0% |
| Participation rate | 89.7% | 68.1%+21.7pp | 75.1%+14.7pp | 68.3%+21.4pp |
| Annual return | 23.84% | 29.48%-5.6pp | 181.32%-157.5pp | 40.90%-17.1pp |
| Employer contribution / active EE | $3,422 | $3,113+9.9% | $3,754-8.8% | $2,631+30.0% |
| Participant deferral / active EE | $6,456 | $4,056+59.2% | $5,116+26.2% | $4,212+53.3% |
| Admin fee / account holder | $9,077 | $7,222+25.7% | $8,919+1.8% | $7,344+23.6% |