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 9-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 | $155,390 | $78,422+98.1% | $95,952+61.9% | $79,858+94.6% |
| Participation rate | 73.5% | 73.5%0pp | 77.1%-3.5pp | 69.6%+3.9pp |
| Annual return | 21.66% | 19.37%+2.3pp | 91.61%-69.9pp | 31.71%-10.1pp |
| Employer contribution / active EE | $3,541 | $1,945+82.1% | $2,541+39.4% | $2,471+43.3% |
| Participant deferral / active EE | $5,433 | $3,440+57.9% | $4,167+30.4% | $3,740+45.3% |
| Admin fee / account holder | $22,216 | $5,622+295.2% | $6,795+226.9% | $5,306+318.7% |