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 | $160,118 | $93,571+71.1% | $135,903+17.8% | $75,163+113.0% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 17.54% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $11,371 | $3,537+221.5% | $4,856+134.2% | $2,670+325.9% |
| Participant deferral / active EE | $9,484 | $6,404+48.1% | $7,758+22.2% | $4,125+129.9% |
| Admin fee / account holder | $27,940 | $6,975+300.5% | $10,762+159.6% | $5,651+394.4% |