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 | $150,140 | $58,208+157.9% | $81,812+83.5% | $80,856+85.7% |
| Participation rate | 98.3% | 63.4%+34.9pp | 72.3%+26.0pp | 67.6%+30.7pp |
| Annual return | 11.54% | 41.66%-30.1pp | 773.79%-762.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $7,505 | $2,340+220.7% | $2,912+157.7% | $2,755+172.4% |
| Participant deferral / active EE | $7,286 | $3,281+122.1% | $4,319+68.7% | $4,296+69.6% |
| Admin fee / account holder | $26,915 | $4,981+440.3% | $7,386+264.4% | $6,918+289.1% |