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 | $160,285 | $124,281+29.0% | $109,143+46.9% | $167,490-4.3% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.9%+15.4pp | 82.1%+9.2pp |
| Annual return | 12.11% | 26.04%-13.9pp | 25.75%-13.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $10,952 | $4,207+160.3% | $3,722+194.3% | $4,837+126.4% |
| Participant deferral / active EE | $5,947 | $5,255+13.2% | $4,653+27.8% | $6,341-6.2% |
| Admin fee / account holder | $4,534 | $7,970-43.1% | $6,752-32.9% | $12,309-63.2% |