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 | $156,419 | $91,538+70.9% | $129,995+20.3% | $75,163+108.1% |
| Participation rate | 94.6% | 71.4%+23.2pp | 78.5%+16.1pp | 67.2%+27.4pp |
| Annual return | 18.56% | -631.11%+649.7pp | -137.18%+155.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $6,014 | $2,845+111.4% | $4,320+39.2% | $2,670+125.2% |
| Participant deferral / active EE | $3,677 | $4,341-15.3% | $5,820-36.8% | $4,125-10.9% |
| Admin fee / account holder | $4,835 | $6,790-28.8% | $10,614-54.4% | $5,651-14.4% |