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 | $165,636 | $94,625+75.0% | $116,228+42.5% | $84,808+95.3% |
| Participation rate | 98.2% | 70.4%+27.8pp | 74.6%+23.7pp | 68.3%+29.9pp |
| Annual return | 22.32% | 20.40%+1.9pp | 90.06%-67.7pp | 40.90%-18.6pp |
| Employer contribution / active EE | $5,871 | $2,347+150.2% | $2,994+96.1% | $2,631+123.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,978 | $10,091-40.8% | $11,989-50.1% | $7,344-18.6% |