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 | $156,206 | $77,899+100.5% | $149,673+4.4% | $75,163+107.8% |
| Participation rate | 96.4% | 65.6%+30.8pp | 78.8%+17.7pp | 67.2%+29.2pp |
| Annual return | 17.24% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,410 | $3,137-23.2% | $4,818-50.0% | $2,670-9.7% |
| Participant deferral / active EE | $8,801 | $3,411+158.0% | $5,680+55.0% | $4,125+113.4% |
| Admin fee / account holder | $29,782 | $5,956+400.0% | $13,210+125.5% | $5,651+427.0% |