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 | $180,996 | $91,190+98.5% | $178,490+1.4% | $79,858+126.6% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 14.47% | 24.19%-9.7pp | 151.07%-136.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $9,873 | $3,256+203.2% | $5,011+97.0% | $2,471+299.6% |
| Participant deferral / active EE | $10,250 | $3,236+216.7% | $5,202+97.1% | $3,740+174.1% |
| Admin fee / account holder | $7,041 | $6,751+4.3% | $13,984-49.6% | $5,306+32.7% |