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 | $154,796 | $78,672+96.8% | $109,143+41.8% | $85,850+80.3% |
| Participation rate | 98.0% | 68.3%+29.7pp | 75.9%+22.1pp | 69.3%+28.7pp |
| Annual return | 15.11% | 25.09%-10.0pp | 25.75%-10.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $5,436 | $2,735+98.8% | $3,722+46.0% | $2,565+111.9% |
| Participant deferral / active EE | $9,080 | $3,467+161.9% | $4,653+95.1% | $3,952+129.8% |
| Admin fee / account holder | $315 | $5,469-94.2% | $6,752-95.3% | $6,260-95.0% |