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 | $147,526 | $60,323+144.6% | $81,812+80.3% | $74,495+98.0% |
| Participation rate | 92.0% | 62.9%+29.1pp | 72.3%+19.7pp | 67.2%+24.8pp |
| Annual return | 13.26% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,310 | $2,620-50.0% | $2,912-55.0% | $2,623-50.1% |
| Participant deferral / active EE | $6,593 | $3,387+94.6% | $4,319+52.7% | $4,346+51.7% |
| Admin fee / account holder | $5,503 | $1,486+270.4% | $7,386-25.5% | $1,942+183.4% |