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 | $159,214 | $89,753+77.4% | $107,525+48.1% | $84,808+87.7% |
| Participation rate | 81.4% | 68.1%+13.3pp | 75.1%+6.3pp | 68.3%+13.1pp |
| Annual return | 16.39% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,830 | $3,113+23.0% | $3,754+2.0% | $2,631+45.6% |
| Participant deferral / active EE | $7,386 | $4,056+82.1% | $5,116+44.4% | $4,212+75.4% |
| Admin fee / account holder | $8,266 | $7,222+14.4% | $8,919-7.3% | $7,344+12.6% |