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 6-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 | $150,056 | $58,208+157.8% | $81,812+83.4% | $80,856+85.6% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.3%+24.1pp | 67.6%+28.8pp |
| Annual return | 28.38% | 41.66%-13.3pp | 773.79%-745.4pp | 35.59%-7.2pp |
| Employer contribution / active EE | $2,975 | $2,340+27.1% | $2,912+2.1% | $2,755+8.0% |
| Participant deferral / active EE | $7,774 | $3,281+137.0% | $4,319+80.0% | $4,296+81.0% |
| Admin fee / account holder | $15,626 | $4,981+213.7% | $7,386+111.6% | $6,918+125.9% |