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 | $162,599 | $88,083+84.6% | $164,813-1.3% | $74,495+118.3% |
| Participation rate | 91.1% | 73.0%+18.0pp | 78.6%+12.5pp | 67.2%+23.9pp |
| Annual return | 14.27% | 17.26%-3.0pp | 69.93%-55.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,426 | $2,593+32.1% | $4,341-21.1% | $2,623+30.6% |
| Participant deferral / active EE | $3,457 | $4,498-23.1% | $6,031-42.7% | $4,346-20.4% |
| Admin fee / account holder | $13,346 | $2,234+497.5% | $12,690+5.2% | $1,942+587.4% |