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 5-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 | $156,021 | $91,538+70.4% | $129,995+20.0% | $75,163+107.6% |
| Participation rate | 90.9% | 71.4%+19.5pp | 78.5%+12.4pp | 67.2%+23.7pp |
| Annual return | 23.06% | -631.11%+654.2pp | -137.18%+160.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $7,493 | $2,845+163.4% | $4,320+73.5% | $2,670+180.7% |
| Participant deferral / active EE | $13,792 | $4,341+217.7% | $5,820+137.0% | $4,125+234.3% |
| Admin fee / account holder | $7,286 | $6,790+7.3% | $10,614-31.4% | $5,651+28.9% |