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 | $165,831 | $99,020+67.5% | $86,590+91.5% | $147,584+12.4% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 15.56% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,332 | $3,132-25.6% | $2,839-17.9% | $4,876-52.2% |
| Participant deferral / active EE | $6,434 | $3,972+62.0% | $3,609+78.3% | $5,439+18.3% |
| Admin fee / account holder | $13,439 | $5,710+135.3% | $4,906+174.0% | $10,885+23.5% |