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 | $164,615 | $77,899+111.3% | $149,673+10.0% | $75,163+119.0% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 20.08% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $6,951 | $3,137+121.6% | $4,818+44.3% | $2,670+160.4% |
| Participant deferral / active EE | $3,404 | $3,411-0.2% | $5,680-40.1% | $4,125-17.5% |
| Admin fee / account holder | $2,544 | $5,956-57.3% | $13,210-80.7% | $5,651-55.0% |