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 | $168,762 | $54,705+208.5% | $71,209+137.0% | $84,808+99.0% |
| Participation rate | 97.8% | 64.1%+33.7pp | 73.8%+24.0pp | 68.3%+29.5pp |
| Annual return | 17.87% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,749 | $2,158+73.7% | $2,721+37.8% | $2,631+42.5% |
| Participant deferral / active EE | $7,985 | $3,030+163.5% | $4,175+91.3% | $4,212+89.6% |
| Admin fee / account holder | $11,945 | $4,863+145.6% | $5,349+123.3% | $7,344+62.7% |