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 9-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 | $157,549 | $91,190+72.8% | $178,490-11.7% | $79,858+97.3% |
| Participation rate | 90.7% | 69.2%+21.5pp | 81.9%+8.8pp | 69.6%+21.1pp |
| Annual return | 215.65% | 24.19%+191.5pp | 151.07%+64.6pp | 31.71%+183.9pp |
| Employer contribution / active EE | $2,873 | $3,256-11.8% | $5,011-42.7% | $2,471+16.3% |
| Participant deferral / active EE | $6,589 | $3,236+103.6% | $5,202+26.7% | $3,740+76.2% |
| Admin fee / account holder | $16,621 | $6,751+146.2% | $13,984+18.9% | $5,306+213.2% |