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 7-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 | $146,067 | $85,202+71.4% | $172,739-15.4% | $72,985+100.1% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 21.51% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $6,932 | $3,324+108.5% | $5,143+34.8% | $2,440+184.1% |
| Participant deferral / active EE | $4,439 | $3,260+36.2% | $5,198-14.6% | $3,607+23.1% |
| Admin fee / account holder | $4,350 | $5,884-26.1% | $13,954-68.8% | $5,124-15.1% |