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 | $158,780 | $89,753+76.9% | $107,525+47.7% | $84,808+87.2% |
| Participation rate | 94.1% | 68.1%+26.1pp | 75.1%+19.0pp | 68.3%+25.8pp |
| Annual return | 15.81% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,441 | $3,113+10.5% | $3,754-8.3% | $2,631+30.8% |
| Participant deferral / active EE | $9,877 | $4,056+143.5% | $5,116+93.1% | $4,212+134.5% |
| Admin fee / account holder | $2,185 | $7,222-69.7% | $8,919-75.5% | $7,344-70.2% |