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 | $147,396 | $64,839+127.3% | $95,585+54.2% | $84,808+73.8% |
| Participation rate | 75.9% | 63.8%+12.1pp | 72.1%+3.9pp | 68.3%+7.6pp |
| Annual return | 43.05% | -670.96%+714.0pp | 38.56%+4.5pp | 40.90%+2.2pp |
| Employer contribution / active EE | $2,853 | $1,759+62.2% | $2,527+12.9% | $2,631+8.4% |
| Participant deferral / active EE | $7,159 | $2,965+141.5% | $4,023+78.0% | $4,212+70.0% |
| Admin fee / account holder | $17,249 | $5,964+189.2% | $6,127+181.5% | $7,344+134.9% |