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 | $157,118 | $98,240+59.9% | $82,313+90.9% | $147,584+6.5% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 9.87% | 30.85%-21.0pp | 25.88%-16.0pp | 578.55%-568.7pp |
| Employer contribution / active EE | $4,315 | $3,192+35.2% | $2,428+77.7% | $4,876-11.5% |
| Participant deferral / active EE | $6,242 | $4,383+42.4% | $3,706+68.4% | $5,439+14.8% |
| Admin fee / account holder | $36,317 | $8,563+324.1% | $5,608+547.6% | $10,885+233.6% |