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 | $163,494 | $102,605+59.3% | $145,661+12.2% | $84,808+92.8% |
| Participation rate | 95.0% | 74.3%+20.7pp | 77.2%+17.8pp | 68.3%+26.7pp |
| Annual return | 15.30% | 26.50%-11.2pp | 101.46%-86.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,278 | $5,750+96.1% | $7,198+56.7% | $4,212+167.8% |
| Admin fee / account holder | $33,916 | $8,758+287.3% | $12,466+172.1% | $7,344+361.8% |