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 | $168,872 | $115,770+45.9% | $101,248+66.8% | $158,922+6.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 11.62% | 56.14%-44.5pp | 46.47%-34.8pp | 302.83%-291.2pp |
| Employer contribution / active EE | $5,932 | $4,175+42.1% | $3,660+62.1% | $4,761+24.6% |
| Participant deferral / active EE | $2,371 | $4,957-52.2% | $4,370-45.8% | $5,982-60.4% |
| Admin fee / account holder | $999 | $7,245-86.2% | $5,945-83.2% | $11,246-91.1% |