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 | $169,645 | $99,020+71.3% | $86,590+95.9% | $147,584+14.9% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 16.92% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $5,824 | $3,132+85.9% | $2,839+105.1% | $4,876+19.4% |
| Participant deferral / active EE | $7,252 | $3,972+82.6% | $3,609+101.0% | $5,439+33.3% |
| Admin fee / account holder | $1,418 | $5,710-75.2% | $4,906-71.1% | $10,885-87.0% |