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 | $164,559 | $89,753+83.3% | $107,525+53.0% | $84,808+94.0% |
| Participation rate | 86.2% | 68.1%+18.1pp | 75.1%+11.1pp | 68.3%+17.9pp |
| Annual return | 14.80% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,669 | $3,113+50.0% | $3,754+24.4% | $2,631+77.4% |
| Participant deferral / active EE | $8,421 | $4,056+107.6% | $5,116+64.6% | $4,212+100.0% |
| Admin fee / account holder | $5,740 | $7,222-20.5% | $8,919-35.6% | $7,344-21.8% |