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 | $142,720 | $69,515+105.3% | $86,874+64.3% | $85,850+66.2% |
| Participation rate | 88.6% | 66.3%+22.2pp | 71.6%+16.9pp | 69.3%+19.3pp |
| Annual return | 15.53% | 20.12%-4.6pp | 63.52%-48.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $4,534 | $1,880+141.1% | $2,495+81.7% | $2,565+76.8% |
| Participant deferral / active EE | $3,653 | $2,919+25.1% | $3,699-1.2% | $3,952-7.6% |
| Admin fee / account holder | $1,596 | $5,972-73.3% | $5,828-72.6% | $6,260-74.5% |