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 | $158,122 | $86,286+83.3% | $111,297+42.1% | $85,850+84.2% |
| Participation rate | 88.9% | 73.3%+15.6pp | 77.3%+11.6pp | 69.3%+19.6pp |
| Annual return | 11.73% | 19.99%-8.3pp | 54.65%-42.9pp | 318.53%-306.8pp |
| Employer contribution / active EE | $4,796 | $2,043+134.7% | $2,731+75.6% | $2,565+87.0% |
| Participant deferral / active EE | $5,300 | $3,641+45.6% | $4,487+18.1% | $3,952+34.1% |
| Admin fee / account holder | $39,363 | $8,188+380.7% | $7,964+394.3% | $6,260+528.8% |