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 | $178,742 | $89,753+99.1% | $107,525+66.2% | $84,808+110.8% |
| Participation rate | 88.4% | 68.1%+20.3pp | 75.1%+13.3pp | 68.3%+20.1pp |
| Annual return | 17.47% | 29.48%-12.0pp | 181.32%-163.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,304 | $3,113+6.1% | $3,754-12.0% | $2,631+25.6% |
| Participant deferral / active EE | $7,425 | $4,056+83.1% | $5,116+45.1% | $4,212+76.3% |
| Admin fee / account holder | $3,764 | $7,222-47.9% | $8,919-57.8% | $7,344-48.7% |