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 | $158,690 | $89,753+76.8% | $107,525+47.6% | $84,808+87.1% |
| Participation rate | 81.1% | 68.1%+13.0pp | 75.1%+6.0pp | 68.3%+12.8pp |
| Annual return | 16.53% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,529 | $3,113+45.5% | $3,754+20.7% | $2,631+72.1% |
| Participant deferral / active EE | $6,722 | $4,056+65.7% | $5,116+31.4% | $4,212+59.6% |
| Admin fee / account holder | $5,282 | $7,222-26.9% | $8,919-40.8% | $7,344-28.1% |