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 | $138,602 | $65,561+111.4% | $86,188+60.8% | $75,163+84.4% |
| Participation rate | 82.4% | 60.5%+21.9pp | 69.0%+13.4pp | 67.2%+15.2pp |
| Annual return | 13.01% | 46.05%-33.0pp | 1168.45%-1155.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,472 | $1,553+59.2% | $2,380+3.9% | $2,670-7.4% |
| Participant deferral / active EE | $5,551 | $3,024+83.6% | $3,985+39.3% | $4,125+34.6% |
| Admin fee / account holder | $24,134 | $5,474+340.9% | $6,852+252.2% | $5,651+327.1% |