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 | $170,004 | $117,841+44.3% | $102,423+66.0% | $145,922+16.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 16.72% | 31.65%-14.9pp | 29.32%-12.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,885 | $3,615+7.5% | $3,023+28.5% | $4,660-16.6% |
| Participant deferral / active EE | $11,670 | $5,731+103.6% | $5,053+130.9% | $6,688+74.5% |
| Admin fee / account holder | $23,685 | $13,326+77.7% | $9,451+150.6% | $13,397+76.8% |