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 | $147,668 | $64,839+127.7% | $95,585+54.5% | $84,808+74.1% |
| Participation rate | 95.4% | 63.8%+31.6pp | 72.1%+23.3pp | 68.3%+27.1pp |
| Annual return | 14.33% | -670.96%+685.3pp | 38.56%-24.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,053 | $1,759+187.3% | $2,527+100.0% | $2,631+92.1% |
| Participant deferral / active EE | $6,839 | $2,965+130.7% | $4,023+70.0% | $4,212+62.4% |
| Admin fee / account holder | $8,304 | $5,964+39.2% | $6,127+35.5% | $7,344+13.1% |