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 | $157,975 | $89,753+76.0% | $107,525+46.9% | $84,808+86.3% |
| Participation rate | 81.5% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.2pp |
| Annual return | 16.51% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $11,100 | $3,113+256.5% | $3,754+195.7% | $2,631+321.9% |
| Participant deferral / active EE | $4,090 | $4,056+0.8% | $5,116-20.0% | $4,212-2.9% |
| Admin fee / account holder | $1,852 | $7,222-74.4% | $8,919-79.2% | $7,344-74.8% |