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 5-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 | $168,554 | $57,281+194.3% | $86,612+94.6% | $75,163+124.3% |
| Participation rate | 98.0% | 63.2%+34.8pp | 71.7%+26.3pp | 67.2%+30.8pp |
| Annual return | 18.31% | 2670.75%-2652.4pp | 591.07%-572.8pp | 160.62%-142.3pp |
| Employer contribution / active EE | $5,946 | $2,314+156.9% | $3,022+96.7% | $2,670+122.7% |
| Participant deferral / active EE | $7,526 | $3,318+126.8% | $4,438+69.6% | $4,125+82.4% |
| Admin fee / account holder | $4,183 | $4,112+1.7% | $5,614-25.5% | $5,651-26.0% |