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 6-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 | $151,590 | $74,888+102.4% | $71,209+112.9% | $142,382+6.5% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 15.61% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $6,812 | $2,854+138.7% | $2,721+150.4% | $4,299+58.5% |
| Participant deferral / active EE | $10,607 | $4,454+138.1% | $4,175+154.1% | $6,507+63.0% |
| Admin fee / account holder | $33,866 | $5,568+508.2% | $5,349+533.1% | $12,624+168.3% |