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 9-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 | $158,993 | $89,753+77.1% | $107,525+47.9% | $84,808+87.5% |
| Participation rate | 89.1% | 68.1%+21.0pp | 75.1%+14.0pp | 68.3%+20.8pp |
| Annual return | 18.15% | 29.48%-11.3pp | 181.32%-163.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $8,984 | $3,113+188.6% | $3,754+139.4% | $2,631+241.5% |
| Participant deferral / active EE | $5,825 | $4,056+43.6% | $5,116+13.9% | $4,212+38.3% |
| Admin fee / account holder | $7,354 | $7,222+1.8% | $8,919-17.5% | $7,344+0.1% |