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 | $158,704 | $98,750+60.7% | $149,696+6.0% | $79,858+98.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 12.53% | 27.43%-14.9pp | 276.60%-264.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,495 | $3,216-22.4% | $4,644-46.3% | $2,471+1.0% |
| Participant deferral / active EE | $5,226 | $5,680-8.0% | $6,842-23.6% | $3,740+39.7% |
| Admin fee / account holder | $26,161 | $6,053+332.2% | $9,309+181.0% | $5,306+393.0% |