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 | $192,163 | $68,346+181.2% | $94,646+103.0% | $75,163+155.7% |
| Participation rate | 79.5% | 76.1%+3.4pp | 80.8%-1.3pp | 67.2%+12.3pp |
| Annual return | 33.16% | 616.93%-583.8pp | 156.71%-123.5pp | 160.62%-127.5pp |
| Employer contribution / active EE | $5,965 | $2,701+120.9% | $3,672+62.4% | $2,670+123.4% |
| Participant deferral / active EE | $12,487 | $6,537+91.0% | $7,418+68.3% | $4,125+202.7% |
| Admin fee / account holder | $6,328 | $5,326+18.8% | $7,231-12.5% | $5,651+12.0% |