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 | $171,125 | $63,346+170.1% | $92,233+85.5% | $70,131+144.0% |
| Participation rate | 73.5% | 68.7%+4.8pp | 76.5%-3.0pp | 69.5%+3.9pp |
| Annual return | 16.93% | 530.12%-513.2pp | 176.28%-159.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $3,643 | $2,471+47.4% | $3,679-1.0% | $2,342+55.5% |
| Participant deferral / active EE | $3,395 | $2,854+19.0% | $3,897-12.9% | $3,332+1.9% |
| Admin fee / account holder | $6,796 | $3,840+77.0% | $5,194+30.9% | $4,645+46.3% |