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 | $153,263 | $93,170+64.5% | $100,534+52.4% | $84,808+80.7% |
| Participation rate | 94.1% | 75.8%+18.3pp | 80.6%+13.5pp | 68.3%+25.8pp |
| Annual return | 15.53% | 47.13%-31.6pp | 32.66%-17.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,924 | $5,699+74.2% | $6,144+61.5% | $4,212+135.6% |
| Admin fee / account holder | $4,130 | $7,382-44.1% | $7,654-46.0% | $7,344-43.8% |