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 | $172,246 | $65,365+163.5% | $92,893+85.4% | $72,985+136.0% |
| Participation rate | 90.2% | 68.3%+21.9pp | 76.0%+14.2pp | 69.5%+20.8pp |
| Annual return | 24.87% | 42.10%-17.2pp | 109.41%-84.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $10,272 | $2,594+296.0% | $3,653+181.2% | $2,440+321.0% |
| Participant deferral / active EE | $7,423 | $3,128+137.3% | $4,236+75.2% | $3,607+105.8% |
| Admin fee / account holder | $3,265 | $4,251-23.2% | $5,794-43.6% | $5,124-36.3% |