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 | $163,352 | $89,753+82.0% | $107,525+51.9% | $84,808+92.6% |
| Participation rate | 88.4% | 68.1%+20.3pp | 75.1%+13.3pp | 68.3%+20.1pp |
| Annual return | 16.88% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $5,445 | $3,113+74.9% | $3,754+45.1% | $2,631+106.9% |
| Participant deferral / active EE | $11,447 | $4,056+182.2% | $5,116+123.8% | $4,212+171.8% |
| Admin fee / account holder | $19,155 | $7,222+165.2% | $8,919+114.8% | $7,344+160.8% |