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 | $175,930 | $89,753+96.0% | $107,525+63.6% | $84,808+107.4% |
| Participation rate | 81.3% | 68.1%+13.2pp | 75.1%+6.2pp | 68.3%+12.9pp |
| Annual return | 15.54% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $6,259 | $3,113+101.0% | $3,754+66.8% | $2,631+137.9% |
| Participant deferral / active EE | $4,912 | $4,056+21.1% | $5,116-4.0% | $4,212+16.6% |
| Admin fee / account holder | $6,879 | $7,222-4.8% | $8,919-22.9% | $7,344-6.3% |