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 | $159,734 | $91,538+74.5% | $129,995+22.9% | $75,163+112.5% |
| Participation rate | 82.1% | 71.4%+10.7pp | 78.5%+3.6pp | 67.2%+14.9pp |
| Annual return | 20.09% | -631.11%+651.2pp | -137.18%+157.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $3,215 | $2,845+13.0% | $4,320-25.6% | $2,670+20.4% |
| Participant deferral / active EE | $7,787 | $4,341+79.4% | $5,820+33.8% | $4,125+88.8% |
| Admin fee / account holder | $2,852 | $6,790-58.0% | $10,614-73.1% | $5,651-49.5% |