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 | $158,187 | $54,705+189.2% | $71,209+122.1% | $84,808+86.5% |
| Participation rate | 76.0% | 64.1%+11.9pp | 73.8%+2.2pp | 68.3%+7.7pp |
| Annual return | 13.49% | 35.90%-22.4pp | 282.51%-269.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $8,224 | $2,158+281.1% | $2,721+202.2% | $2,631+212.6% |
| Participant deferral / active EE | $4,575 | $3,030+51.0% | $4,175+9.6% | $4,212+8.6% |
| Admin fee / account holder | $1,215 | $4,863-75.0% | $5,349-77.3% | $7,344-83.5% |