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 | $161,974 | $58,208+178.3% | $81,812+98.0% | $80,856+100.3% |
| Participation rate | 94.6% | 63.4%+31.2pp | 72.3%+22.3pp | 67.6%+27.0pp |
| Annual return | 15.45% | 41.66%-26.2pp | 773.79%-758.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $6,444 | $2,340+175.4% | $2,912+121.3% | $2,755+133.9% |
| Participant deferral / active EE | $8,611 | $3,281+162.5% | $4,319+99.4% | $4,296+100.5% |
| Admin fee / account holder | $483 | $4,981-90.3% | $7,386-93.5% | $6,918-93.0% |