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 | $166,188 | $86,286+92.6% | $111,297+49.3% | $85,850+93.6% |
| Participation rate | 80.0% | 73.3%+6.7pp | 77.3%+2.7pp | 69.3%+10.7pp |
| Annual return | 14.16% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $3,214 | $2,043+57.3% | $2,731+17.7% | $2,565+25.3% |
| Participant deferral / active EE | $5,981 | $3,641+64.3% | $4,487+33.3% | $3,952+51.4% |
| Admin fee / account holder | $18,355 | $8,188+124.2% | $7,964+130.5% | $6,260+193.2% |