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 | $181,171 | $74,888+141.9% | $71,209+154.4% | $142,382+27.2% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 15.80% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,922 | $2,854+72.4% | $2,721+80.9% | $4,299+14.5% |
| Participant deferral / active EE | $858 | $4,454-80.7% | $4,175-79.4% | $6,507-86.8% |
| Admin fee / account holder | $8,039 | $5,568+44.4% | $5,349+50.3% | $12,624-36.3% |