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 | $164,368 | $89,753+83.1% | $107,525+52.9% | $84,808+93.8% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 19.89% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $6,412 | $3,113+105.9% | $3,754+70.8% | $2,631+143.7% |
| Participant deferral / active EE | $9,223 | $4,056+127.4% | $5,116+80.3% | $4,212+119.0% |
| Admin fee / account holder | $7,554 | $7,222+4.6% | $8,919-15.3% | $7,344+2.9% |