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 | $158,297 | $69,515+127.7% | $86,874+82.2% | $85,850+84.4% |
| Participation rate | 83.8% | 66.3%+17.5pp | 71.6%+12.2pp | 69.3%+14.5pp |
| Annual return | 14.84% | 20.12%-5.3pp | 63.52%-48.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,617 | $1,880+39.1% | $2,495+4.9% | $2,565+2.0% |
| Participant deferral / active EE | $8,216 | $2,919+181.5% | $3,699+122.1% | $3,952+107.9% |
| Admin fee / account holder | $14,796 | $5,972+147.8% | $5,828+153.9% | $6,260+136.4% |