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 | $181,979 | $89,753+102.8% | $107,525+69.2% | $84,808+114.6% |
| Participation rate | 82.9% | 68.1%+14.9pp | 75.1%+7.9pp | 68.3%+14.6pp |
| Annual return | 16.68% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $7,752 | $3,113+149.0% | $3,754+106.5% | $2,631+194.6% |
| Participant deferral / active EE | $5,757 | $4,056+41.9% | $5,116+12.5% | $4,212+36.7% |
| Admin fee / account holder | $8,384 | $7,222+16.1% | $8,919-6.0% | $7,344+14.2% |