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 | $156,036 | $74,888+108.4% | $71,209+119.1% | $142,382+9.6% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.1%+9.4pp |
| Annual return | 14.14% | 345.14%-331.0pp | 282.51%-268.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,515 | $2,854-11.9% | $2,721-7.6% | $4,299-41.5% |
| Participant deferral / active EE | $6,241 | $4,454+40.1% | $4,175+49.5% | $6,507-4.1% |
| Admin fee / account holder | $20,013 | $5,568+259.4% | $5,349+274.2% | $12,624+58.5% |