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 | $154,167 | $65,041+137.0% | $90,951+69.5% | $79,858+93.1% |
| Participation rate | 76.7% | 61.6%+15.1pp | 69.0%+7.7pp | 69.6%+7.0pp |
| Annual return | 43.95% | 30.45%+13.5pp | 134.60%-90.7pp | 31.71%+12.2pp |
| Employer contribution / active EE | $2,749 | $1,247+120.4% | $2,122+29.6% | $2,471+11.3% |
| Participant deferral / active EE | $5,461 | $2,512+117.4% | $3,373+61.9% | $3,740+46.0% |
| Admin fee / account holder | $3,283 | $4,536-27.6% | $5,959-44.9% | $5,306-38.1% |