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 3-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 | $158,545 | $77,314+105.1% | $177,989-10.9% | $80,856+96.1% |
| Participation rate | 82.0% | 65.7%+16.3pp | 77.1%+4.9pp | 67.6%+14.4pp |
| Annual return | 13.26% | 18.09%-4.8pp | 294.48%-281.2pp | 35.59%-22.3pp |
| Employer contribution / active EE | $5,719 | $2,292+149.5% | $3,949+44.8% | $2,755+107.6% |
| Participant deferral / active EE | $12,752 | $4,411+189.1% | $6,276+103.2% | $4,296+196.8% |
| Admin fee / account holder | $29,259 | $7,191+306.9% | $10,363+182.3% | $6,918+322.9% |