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 | $177,725 | $53,516+232.1% | $126,539+40.5% | $84,808+109.6% |
| Participation rate | 96.0% | 58.2%+37.8pp | 69.8%+26.2pp | 68.3%+27.7pp |
| Annual return | 13.82% | 58.34%-44.5pp | 425.95%-412.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $10,418 | $1,535+578.8% | $3,674+183.6% | $2,631+296.0% |
| Participant deferral / active EE | $5,380 | $2,671+101.4% | $4,083+31.8% | $4,212+27.7% |
| Admin fee / account holder | $34,543 | $4,497+668.2% | $6,065+469.6% | $7,344+370.4% |