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 | $188,385 | $89,753+109.9% | $107,525+75.2% | $84,808+122.1% |
| Participation rate | 79.4% | 68.1%+11.4pp | 75.1%+4.3pp | 68.3%+11.1pp |
| Annual return | 13.62% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,908 | $3,113-38.7% | $3,754-49.2% | $2,631-27.5% |
| Participant deferral / active EE | $9,091 | $4,056+124.1% | $5,116+77.7% | $4,212+115.9% |
| Admin fee / account holder | $22,772 | $7,222+215.3% | $8,919+155.3% | $7,344+210.1% |