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 | $151,730 | $89,753+69.1% | $107,525+41.1% | $84,808+78.9% |
| Participation rate | 91.7% | 68.1%+23.6pp | 75.1%+16.6pp | 68.3%+23.4pp |
| Annual return | 15.68% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,529 | $3,113-18.8% | $3,754-32.6% | $2,631-3.9% |
| Participant deferral / active EE | $7,378 | $4,056+81.9% | $5,116+44.2% | $4,212+75.2% |
| Admin fee / account holder | $2,908 | $7,222-59.7% | $8,919-67.4% | $7,344-60.4% |