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 | $155,725 | $54,705+184.7% | $71,209+118.7% | $84,808+83.6% |
| Participation rate | 85.2% | 64.1%+21.1pp | 73.8%+11.4pp | 68.3%+16.9pp |
| Annual return | 17.79% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $4,545 | $2,158+110.6% | $2,721+67.0% | $2,631+72.8% |
| Participant deferral / active EE | $5,644 | $3,030+86.3% | $4,175+35.2% | $4,212+34.0% |
| Admin fee / account holder | $754 | $4,863-84.5% | $5,349-85.9% | $7,344-89.7% |