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 | $147,866 | $85,202+73.5% | $172,739-14.4% | $72,985+102.6% |
| Participation rate | 93.6% | 70.1%+23.6pp | 82.6%+11.0pp | 69.5%+24.1pp |
| Annual return | 19.32% | 27.32%-8.0pp | 802.84%-783.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $7,442 | $3,324+123.9% | $5,143+44.7% | $2,440+205.0% |
| Participant deferral / active EE | $3,256 | $3,260-0.1% | $5,198-37.4% | $3,607-9.7% |
| Admin fee / account holder | $1,700 | $5,884-71.1% | $13,954-87.8% | $5,124-66.8% |