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 | $169,535 | $91,190+85.9% | $178,490-5.0% | $79,858+112.3% |
| Participation rate | 89.5% | 69.2%+20.3pp | 81.9%+7.5pp | 69.6%+19.8pp |
| Annual return | 17.43% | 24.19%-6.8pp | 151.07%-133.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,209 | $3,256-32.2% | $5,011-55.9% | $2,471-10.6% |
| Participant deferral / active EE | $6,653 | $3,236+105.6% | $5,202+27.9% | $3,740+77.9% |
| Admin fee / account holder | $19,627 | $6,751+190.7% | $13,984+40.4% | $5,306+269.9% |