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 | $165,651 | $148,978+11.2% | $200,582-17.4% | $84,808+95.3% |
| Participation rate | 87.9% | 84.2%+3.7pp | 86.9%+1.0pp | 68.3%+19.6pp |
| Annual return | 115.69% | 28.16%+87.5pp | 42.33%+73.4pp | 40.90%+74.8pp |
| Employer contribution / active EE | $1,812 | $4,815-62.4% | $6,419-71.8% | $2,631-31.1% |
| Participant deferral / active EE | $11,287 | $7,142+58.0% | $9,331+21.0% | $4,212+168.0% |
| Admin fee / account holder | $5,321 | $13,977-61.9% | $16,305-67.4% | $7,344-27.5% |