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 | $161,233 | $89,753+79.6% | $107,525+49.9% | $84,808+90.1% |
| Participation rate | 93.3% | 68.1%+25.3pp | 75.1%+18.3pp | 68.3%+25.0pp |
| Annual return | 20.22% | 29.48%-9.3pp | 181.32%-161.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $6,830 | $3,113+119.4% | $3,754+82.0% | $2,631+159.6% |
| Participant deferral / active EE | $4,916 | $4,056+21.2% | $5,116-3.9% | $4,212+16.7% |
| Admin fee / account holder | $3,682 | $7,222-49.0% | $8,919-58.7% | $7,344-49.9% |