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 | $180,644 | $52,279+245.5% | $89,391+102.1% | $79,858+126.2% |
| Participation rate | 92.3% | 57.5%+34.8pp | 68.0%+24.3pp | 69.6%+22.7pp |
| Annual return | 20.08% | 22.16%-2.1pp | 245.62%-225.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $3,556 | $1,572+126.3% | $2,586+37.5% | $2,471+43.9% |
| Participant deferral / active EE | $8,112 | $2,740+196.0% | $3,890+108.5% | $3,740+116.9% |
| Admin fee / account holder | $2,773 | $3,356-17.4% | $4,881-43.2% | $5,306-47.7% |