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 | $145,289 | $81,208+78.9% | $98,907+46.9% | $79,858+81.9% |
| Participation rate | 96.2% | 72.5%+23.7pp | 76.0%+20.2pp | 69.6%+26.6pp |
| Annual return | 13.40% | 60.99%-47.6pp | 196.43%-183.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,607 | $1,960+33.0% | $2,689-3.1% | $2,471+5.5% |
| Participant deferral / active EE | $5,192 | $3,265+59.0% | $4,244+22.3% | $3,740+38.8% |
| Admin fee / account holder | $13,333 | $6,013+121.7% | $6,642+100.8% | $5,306+151.3% |