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 | $180,518 | $65,561+175.3% | $86,188+109.4% | $75,163+140.2% |
| Participation rate | 91.5% | 60.5%+31.0pp | 69.0%+22.6pp | 67.2%+24.3pp |
| Annual return | 15.71% | 46.05%-30.3pp | 1168.45%-1152.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,953 | $1,553+154.6% | $2,380+66.1% | $2,670+48.0% |
| Participant deferral / active EE | $6,373 | $3,024+110.8% | $3,985+59.9% | $4,125+54.5% |
| Admin fee / account holder | $5,883 | $5,474+7.5% | $6,852-14.1% | $5,651+4.1% |