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 | $165,600 | $77,145+114.7% | $108,410+52.8% | $85,850+92.9% |
| Participation rate | 90.2% | 74.7%+15.5pp | 80.1%+10.1pp | 69.3%+20.9pp |
| Annual return | 15.06% | 44.54%-29.5pp | 905.27%-890.2pp | 318.53%-303.5pp |
| Employer contribution / active EE | $2,037 | $2,379-14.4% | $3,558-42.8% | $2,565-20.6% |
| Participant deferral / active EE | $2,859 | $5,566-48.6% | $6,563-56.4% | $3,952-27.7% |
| Admin fee / account holder | $3,170 | $5,172-38.7% | $7,295-56.5% | $6,260-49.4% |