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 | $162,521 | $65,041+149.9% | $90,951+78.7% | $79,858+103.5% |
| Participation rate | 86.2% | 61.6%+24.6pp | 69.0%+17.2pp | 69.6%+16.6pp |
| Annual return | 13.49% | 30.45%-17.0pp | 134.60%-121.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $493 | $1,247-60.5% | $2,122-76.8% | $2,471-80.0% |
| Participant deferral / active EE | $7,228 | $2,512+187.8% | $3,373+114.3% | $3,740+93.3% |
| Admin fee / account holder | $15,776 | $4,536+247.8% | $5,959+164.8% | $5,306+197.3% |