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 | $146,395 | $78,705+86.0% | $117,854+24.2% | $70,131+108.7% |
| Participation rate | 85.7% | 73.2%+12.5pp | 79.7%+6.1pp | 69.5%+16.2pp |
| Annual return | 20.61% | 23.30%-2.7pp | 335.08%-314.5pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,245 | $2,223+1.0% | $3,786-40.7% | $2,342-4.2% |
| Participant deferral / active EE | $2,956 | $3,297-10.4% | $4,482-34.0% | $3,332-11.3% |
| Admin fee / account holder | $8,469 | $5,065+67.2% | $8,020+5.6% | $4,645+82.3% |