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 | $155,347 | $89,355+73.9% | $141,162+10.0% | $72,985+112.8% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 24.23% | 111.85%-87.6pp | 71.39%-47.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $3,440 | $3,114+10.5% | $4,735-27.3% | $2,440+41.0% |
| Participant deferral / active EE | $11,907 | $5,418+119.8% | $6,709+77.5% | $3,607+230.1% |
| Admin fee / account holder | $13,015 | $5,958+118.4% | $10,261+26.8% | $5,124+154.0% |