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 | $147,032 | $53,053+177.1% | $126,539+16.2% | $74,304+97.9% |
| Participation rate | 86.1% | 48.0%+38.1pp | 69.8%+16.3pp | 60.3%+25.8pp |
| Annual return | 13.58% | 29.46%-15.9pp | 425.95%-412.4pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,965 | $1,168+68.3% | $3,674-46.5% | $2,241-12.3% |
| Participant deferral / active EE | $5,101 | $2,303+121.5% | $4,083+25.0% | $3,767+35.4% |
| Admin fee / account holder | $14,912 | $3,698+303.3% | $6,065+145.9% | $2,969+402.3% |