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 | $160,859 | $48,046+234.8% | $84,611+90.1% | $72,985+120.4% |
| Participation rate | 84.6% | 57.6%+27.0pp | 68.2%+16.4pp | 69.5%+15.1pp |
| Annual return | 37.58% | 37.38%+0.2pp | 258.74%-221.2pp | 81.00%-43.4pp |
| Employer contribution / active EE | $3,556 | $1,602+122.0% | $2,652+34.1% | $2,440+45.8% |
| Participant deferral / active EE | $7,798 | $2,680+190.9% | $3,899+100.0% | $3,607+116.2% |
| Admin fee / account holder | $692 | $3,395-79.6% | $4,912-85.9% | $5,124-86.5% |