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 | $157,085 | $105,181+49.3% | $159,436-1.5% | $85,850+83.0% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.8%+5.7pp | 69.3%+19.3pp |
| Annual return | 16.18% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,013 | $3,318-39.3% | $4,829-58.3% | $2,565-21.5% |
| Participant deferral / active EE | $8,125 | $5,945+36.7% | $7,352+10.5% | $3,952+105.6% |
| Admin fee / account holder | $9,043 | $6,933+30.4% | $10,799-16.3% | $6,260+44.5% |