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 | $162,756 | $91,190+78.5% | $178,490-8.8% | $79,858+103.8% |
| Participation rate | 94.6% | 69.2%+25.4pp | 81.9%+12.7pp | 69.6%+25.0pp |
| Annual return | 16.55% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,730 | $3,256+45.3% | $5,011-5.6% | $2,471+91.4% |
| Participant deferral / active EE | $8,946 | $3,236+176.5% | $5,202+72.0% | $3,740+139.2% |
| Admin fee / account holder | $3,825 | $6,751-43.3% | $13,984-72.6% | $5,306-27.9% |