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 | $183,935 | $91,190+101.7% | $178,490+3.1% | $79,858+130.3% |
| Participation rate | 95.5% | 69.2%+26.3pp | 81.9%+13.6pp | 69.6%+25.9pp |
| Annual return | 11.33% | 24.19%-12.9pp | 151.07%-139.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $5,943 | $3,256+82.5% | $5,011+18.6% | $2,471+140.5% |
| Participant deferral / active EE | $3,630 | $3,236+12.2% | $5,202-30.2% | $3,740-3.0% |
| Admin fee / account holder | $3,562 | $6,751-47.2% | $13,984-74.5% | $5,306-32.9% |