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 5-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 | $181,641 | $89,753+102.4% | $107,525+68.9% | $84,808+114.2% |
| Participation rate | 96.3% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+27.9pp |
| Annual return | 31.97% | 29.48%+2.5pp | 181.32%-149.3pp | 40.90%-8.9pp |
| Employer contribution / active EE | $7,642 | $3,113+145.5% | $3,754+103.6% | $2,631+190.5% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,154 | $7,222-56.3% | $8,919-64.6% | $7,344-57.0% |