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 | $148,619 | $80,968+83.6% | $96,544+53.9% | $75,163+97.7% |
| Participation rate | 94.4% | 71.8%+22.6pp | 76.0%+18.4pp | 67.2%+27.2pp |
| Annual return | 14.57% | 27.06%-12.5pp | 25.84%-11.3pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,641 | $2,282+15.8% | $2,965-10.9% | $2,670-1.1% |
| Participant deferral / active EE | $9,590 | $3,928+144.1% | $4,851+97.7% | $4,125+132.5% |
| Admin fee / account holder | $17,971 | $6,724+167.3% | $8,252+117.8% | $5,651+218.0% |