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 | $151,486 | $98,750+53.4% | $149,696+1.2% | $79,858+89.7% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 17.30% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,364 | $3,216-26.5% | $4,644-49.1% | $2,471-4.3% |
| Participant deferral / active EE | $11,162 | $5,680+96.5% | $6,842+63.1% | $3,740+198.4% |
| Admin fee / account holder | $1,459 | $6,053-75.9% | $9,309-84.3% | $5,306-72.5% |