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 | $144,045 | $70,669+103.8% | $169,368-15.0% | $75,163+91.6% |
| Participation rate | 90.7% | 64.8%+25.9pp | 77.1%+13.6pp | 67.2%+23.5pp |
| Annual return | 22.10% | 36.36%-14.3pp | 405.60%-383.5pp | 160.62%-138.5pp |
| Employer contribution / active EE | $7,929 | $2,211+258.7% | $4,013+97.6% | $2,670+197.0% |
| Participant deferral / active EE | $7,196 | $4,311+66.9% | $6,221+15.7% | $4,125+74.4% |
| Admin fee / account holder | $6,115 | $5,402+13.2% | $9,003-32.1% | $5,651+8.2% |