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 | $169,423 | $89,753+88.8% | $107,525+57.6% | $84,808+99.8% |
| Participation rate | 91.4% | 68.1%+23.3pp | 75.1%+16.3pp | 68.3%+23.1pp |
| Annual return | 12.95% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $10,538 | $3,113+238.5% | $3,754+180.7% | $2,631+300.5% |
| Participant deferral / active EE | $6,933 | $4,056+70.9% | $5,116+35.5% | $4,212+64.6% |
| Admin fee / account holder | $2,918 | $7,222-59.6% | $8,919-67.3% | $7,344-60.3% |