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 | $166,037 | $24,730+571.4% | $66,042+151.4% | $84,808+95.8% |
| Participation rate | 81.3% | 68.1%+13.2pp | 67.5%+13.7pp | 68.3%+12.9pp |
| Annual return | 14.47% | 79.55%-65.1pp | 52.11%-37.6pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,736 | $857+336.1% | $1,579+136.6% | $2,631+42.0% |
| Participant deferral / active EE | $7,579 | $1,737+336.3% | $2,835+167.3% | $4,212+79.9% |
| Admin fee / account holder | $31,076 | $3,014+931.1% | $5,747+440.8% | $7,344+323.2% |