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 | $173,253 | $89,753+93.0% | $107,525+61.1% | $84,808+104.3% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 15.17% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,979 | $3,113-4.3% | $3,754-20.6% | $2,631+13.2% |
| Participant deferral / active EE | $9,054 | $4,056+123.2% | $5,116+77.0% | $4,212+115.0% |
| Admin fee / account holder | $14,016 | $7,222+94.1% | $8,919+57.2% | $7,344+90.9% |