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 | $164,752 | $65,561+151.3% | $86,188+91.2% | $75,163+119.2% |
| Participation rate | 85.7% | 60.5%+25.2pp | 69.0%+16.8pp | 67.2%+18.5pp |
| Annual return | 20.07% | 46.05%-26.0pp | 1168.45%-1148.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $3,541 | $1,553+128.1% | $2,380+48.8% | $2,670+32.6% |
| Participant deferral / active EE | $9,959 | $3,024+229.4% | $3,985+149.9% | $4,125+141.4% |
| Admin fee / account holder | $7,430 | $5,474+35.7% | $6,852+8.4% | $5,651+31.5% |