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 | $163,331 | $91,538+78.4% | $129,995+25.6% | $75,163+117.3% |
| Participation rate | 88.6% | 71.4%+17.1pp | 78.5%+10.1pp | 67.2%+21.4pp |
| Annual return | 15.57% | -631.11%+646.7pp | -137.18%+152.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,934 | $2,845-32.0% | $4,320-55.2% | $2,670-27.6% |
| Participant deferral / active EE | $7,008 | $4,341+61.4% | $5,820+20.4% | $4,125+69.9% |
| Admin fee / account holder | $3,483 | $6,790-48.7% | $10,614-67.2% | $5,651-38.4% |