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 | $153,965 | $78,705+95.6% | $117,854+30.6% | $70,131+119.5% |
| Participation rate | 92.5% | 73.2%+19.3pp | 79.7%+12.8pp | 69.5%+23.0pp |
| Annual return | 14.93% | 23.30%-8.4pp | 335.08%-320.1pp | 73.14%-58.2pp |
| Employer contribution / active EE | $3,616 | $2,223+62.6% | $3,786-4.5% | $2,342+54.4% |
| Participant deferral / active EE | $8,472 | $3,297+156.9% | $4,482+89.0% | $3,332+154.3% |
| Admin fee / account holder | $922 | $5,065-81.8% | $8,020-88.5% | $4,645-80.2% |