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 3-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 | $148,417 | $89,753+65.4% | $107,525+38.0% | $84,808+75.0% |
| Participation rate | 82.4% | 68.1%+14.3pp | 75.1%+7.3pp | 68.3%+14.0pp |
| Annual return | 16.72% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,621 | $3,113+80.5% | $3,754+49.7% | $2,631+113.6% |
| Participant deferral / active EE | $8,580 | $4,056+111.5% | $5,116+67.7% | $4,212+103.7% |
| Admin fee / account holder | $14,947 | $7,222+107.0% | $8,919+67.6% | $7,344+103.5% |