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 | $159,740 | $89,753+78.0% | $107,525+48.6% | $84,808+88.4% |
| Participation rate | 84.0% | 68.1%+15.9pp | 75.1%+8.9pp | 68.3%+15.7pp |
| Annual return | 19.93% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,580 | $3,113+15.0% | $3,754-4.6% | $2,631+36.1% |
| Participant deferral / active EE | $4,385 | $4,056+8.1% | $5,116-14.3% | $4,212+4.1% |
| Admin fee / account holder | $7,775 | $7,222+7.7% | $8,919-12.8% | $7,344+5.9% |