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 | $168,243 | $81,208+107.2% | $98,907+70.1% | $79,858+110.7% |
| Participation rate | 96.0% | 72.5%+23.5pp | 76.0%+20.0pp | 69.6%+26.4pp |
| Annual return | 13.09% | 60.99%-47.9pp | 196.43%-183.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,587 | $1,960-19.0% | $2,689-41.0% | $2,471-35.8% |
| Participant deferral / active EE | $5,458 | $3,265+67.2% | $4,244+28.6% | $3,740+45.9% |
| Admin fee / account holder | $1,314 | $6,013-78.1% | $6,642-80.2% | $5,306-75.2% |