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 | $171,645 | $78,422+118.9% | $95,952+78.9% | $79,858+114.9% |
| Participation rate | 90.9% | 73.5%+17.4pp | 77.1%+13.8pp | 69.6%+21.3pp |
| Annual return | 10.32% | 19.37%-9.1pp | 91.61%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $11,801 | $1,945+506.7% | $2,541+364.4% | $2,471+377.6% |
| Participant deferral / active EE | $2,404 | $3,440-30.1% | $4,167-42.3% | $3,740-35.7% |
| Admin fee / account holder | $13,461 | $5,622+139.4% | $6,795+98.1% | $5,306+153.7% |