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 | $182,559 | $65,041+180.7% | $90,951+100.7% | $79,858+128.6% |
| Participation rate | 77.4% | 61.6%+15.8pp | 69.0%+8.4pp | 69.6%+7.8pp |
| Annual return | 13.28% | 30.45%-17.2pp | 134.60%-121.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,315 | $1,247+85.6% | $2,122+9.1% | $2,471-6.3% |
| Participant deferral / active EE | $7,956 | $2,512+216.7% | $3,373+135.9% | $3,740+112.7% |
| Admin fee / account holder | $24,831 | $4,536+447.4% | $5,959+316.7% | $5,306+367.9% |