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 | $171,946 | $78,422+119.3% | $95,952+79.2% | $79,858+115.3% |
| Participation rate | 95.2% | 73.5%+21.7pp | 77.1%+18.1pp | 69.6%+25.5pp |
| Annual return | 26.10% | 19.37%+6.7pp | 91.61%-65.5pp | 31.71%-5.6pp |
| Employer contribution / active EE | $9,298 | $1,945+378.0% | $2,541+265.9% | $2,471+276.3% |
| Participant deferral / active EE | $3,655 | $3,440+6.3% | $4,167-12.3% | $3,740-2.3% |
| Admin fee / account holder | $2,950 | $5,622-47.5% | $6,795-56.6% | $5,306-44.4% |