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 | $163,623 | $68,073+140.4% | $76,080+115.1% | $85,850+90.6% |
| Participation rate | 93.6% | 72.5%+21.1pp | 79.4%+14.2pp | 69.3%+24.3pp |
| Annual return | 12.82% | 19.42%-6.6pp | 42.50%-29.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,968 | $3,209-7.5% | $3,962-25.1% | $2,565+15.7% |
| Participant deferral / active EE | $9,636 | $3,799+153.6% | $4,905+96.4% | $3,952+143.8% |
| Admin fee / account holder | $8,872 | $3,422+159.3% | $4,883+81.7% | $6,260+41.7% |