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 | $154,436 | $58,208+165.3% | $81,812+88.8% | $80,856+91.0% |
| Participation rate | 73.6% | 63.4%+10.2pp | 72.3%+1.2pp | 67.6%+5.9pp |
| Annual return | 12.68% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,868 | $2,340+22.6% | $2,912-1.5% | $2,755+4.1% |
| Participant deferral / active EE | $9,423 | $3,281+187.2% | $4,319+118.2% | $4,296+119.4% |
| Admin fee / account holder | $11,697 | $4,981+134.8% | $7,386+58.4% | $6,918+69.1% |