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 | $161,656 | $89,753+80.1% | $107,525+50.3% | $84,808+90.6% |
| Participation rate | 95.6% | 68.1%+27.5pp | 75.1%+20.5pp | 68.3%+27.2pp |
| Annual return | 15.82% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $10,089 | $3,113+224.0% | $3,754+168.8% | $2,631+283.5% |
| Participant deferral / active EE | $8,700 | $4,056+114.5% | $5,116+70.1% | $4,212+106.6% |
| Admin fee / account holder | $3,757 | $7,222-48.0% | $8,919-57.9% | $7,344-48.8% |