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 | $167,094 | $65,409+155.5% | $98,442+69.7% | $85,850+94.6% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.3%+28.1pp |
| Annual return | 15.49% | 21.76%-6.3pp | 1492.73%-1477.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $11,295 | $2,168+421.1% | $2,960+281.6% | $2,565+340.3% |
| Participant deferral / active EE | $11,925 | $3,166+276.6% | $4,276+178.9% | $3,952+201.8% |
| Admin fee / account holder | $20,103 | $4,593+337.7% | $5,949+237.9% | $6,260+221.1% |