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 | $153,433 | $45,035+240.7% | $62,995+143.6% | $70,131+118.8% |
| Participation rate | 77.1% | 69.5%+7.6pp | 74.8%+2.3pp | 69.5%+7.5pp |
| Annual return | 22.37% | 18.76%+3.6pp | 87.57%-65.2pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,035 | $2,051-49.5% | $2,759-62.5% | $2,342-55.8% |
| Participant deferral / active EE | $6,919 | $2,465+180.8% | $3,329+107.8% | $3,332+107.7% |
| Admin fee / account holder | $3,814 | $2,834+34.6% | $3,600+5.9% | $4,645-17.9% |