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 | $146,343 | $74,888+95.4% | $71,209+105.5% | $142,382+2.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 18.38% | 345.14%-326.8pp | 282.51%-264.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $15,557 | $2,854+445.0% | $2,721+471.7% | $4,299+261.9% |
| Participant deferral / active EE | $10,502 | $4,454+135.8% | $4,175+151.5% | $6,507+61.4% |
| Admin fee / account holder | $1,277 | $5,568-77.1% | $5,349-76.1% | $12,624-89.9% |