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 | $158,040 | $81,208+94.6% | $98,907+59.8% | $79,858+97.9% |
| Participation rate | 88.1% | 72.5%+15.6pp | 76.0%+12.1pp | 69.6%+18.5pp |
| Annual return | 19.14% | 60.99%-41.9pp | 196.43%-177.3pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,897 | $1,960-3.2% | $2,689-29.4% | $2,471-23.2% |
| Participant deferral / active EE | $4,878 | $3,265+49.4% | $4,244+14.9% | $3,740+30.4% |
| Admin fee / account holder | $14,319 | $6,013+138.1% | $6,642+115.6% | $5,306+169.8% |