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 | $156,188 | $62,573+149.6% | $85,682+82.3% | $85,850+81.9% |
| Participation rate | 87.3% | 61.1%+26.2pp | 69.9%+17.4pp | 69.3%+18.0pp |
| Annual return | 16.81% | 23.77%-7.0pp | 21.49%-4.7pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,398 | $1,757-20.4% | $2,618-46.6% | $2,565-45.5% |
| Participant deferral / active EE | $6,191 | $2,802+120.9% | $3,923+57.8% | $3,952+56.7% |
| Admin fee / account holder | $6,567 | $4,640+41.5% | $6,873-4.5% | $6,260+4.9% |