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 | $164,091 | $54,705+200.0% | $71,209+130.4% | $84,808+93.5% |
| Participation rate | 92.5% | 64.1%+28.4pp | 73.8%+18.7pp | 68.3%+24.1pp |
| Annual return | 17.94% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,808 | $2,158+122.8% | $2,721+76.7% | $2,631+82.8% |
| Participant deferral / active EE | $5,186 | $3,030+71.1% | $4,175+24.2% | $4,212+23.1% |
| Admin fee / account holder | $6,844 | $4,863+40.7% | $5,349+27.9% | $7,344-6.8% |