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 | $180,017 | $91,538+96.7% | $129,995+38.5% | $75,163+139.5% |
| Participation rate | 75.6% | 71.4%+4.1pp | 78.5%-2.9pp | 67.2%+8.4pp |
| Annual return | 19.58% | -631.11%+650.7pp | -137.18%+156.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $5,181 | $2,845+82.1% | $4,320+19.9% | $2,670+94.1% |
| Participant deferral / active EE | $9,031 | $4,341+108.0% | $5,820+55.2% | $4,125+118.9% |
| Admin fee / account holder | $23,482 | $6,790+245.8% | $10,614+121.2% | $5,651+315.5% |