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 | $157,498 | $65,409+140.8% | $98,442+60.0% | $85,850+83.5% |
| Participation rate | 91.7% | 65.0%+26.7pp | 73.3%+18.3pp | 69.3%+22.4pp |
| Annual return | 16.42% | 21.76%-5.3pp | 1492.73%-1476.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $7,356 | $2,168+239.4% | $2,960+148.5% | $2,565+186.8% |
| Participant deferral / active EE | $6,646 | $3,166+109.9% | $4,276+55.4% | $3,952+68.2% |
| Admin fee / account holder | $17,520 | $4,593+281.5% | $5,949+194.5% | $6,260+179.9% |