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 | $171,544 | $89,753+91.1% | $107,525+59.5% | $84,808+102.3% |
| Participation rate | 91.9% | 68.1%+23.9pp | 75.1%+16.9pp | 68.3%+23.6pp |
| Annual return | 14.61% | 29.48%-14.9pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,367 | $3,113+8.1% | $3,754-10.3% | $2,631+28.0% |
| Participant deferral / active EE | $7,948 | $4,056+96.0% | $5,116+55.4% | $4,212+88.7% |
| Admin fee / account holder | $13,685 | $7,222+89.5% | $8,919+53.4% | $7,344+86.3% |