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 | $159,482 | $65,409+143.8% | $98,442+62.0% | $85,850+85.8% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.8pp | 69.3%+27.8pp |
| Annual return | 14.43% | 21.76%-7.3pp | 1492.73%-1478.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $5,748 | $2,168+165.2% | $2,960+94.2% | $2,565+124.1% |
| Participant deferral / active EE | $11,529 | $3,166+264.1% | $4,276+169.6% | $3,952+191.8% |
| Admin fee / account holder | $1,954 | $4,593-57.4% | $5,949-67.1% | $6,260-68.8% |