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 | $145,410 | $89,753+62.0% | $107,525+35.2% | $84,808+71.5% |
| Participation rate | 97.3% | 68.1%+29.2pp | 75.1%+22.2pp | 68.3%+29.0pp |
| Annual return | 15.72% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,343 | $3,113-56.9% | $3,754-64.2% | $2,631-48.9% |
| Participant deferral / active EE | $11,759 | $4,056+189.9% | $5,116+129.9% | $4,212+179.2% |
| Admin fee / account holder | $15,191 | $7,222+110.3% | $8,919+70.3% | $7,344+106.9% |