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 | $183,937 | $85,766+114.5% | $136,294+35.0% | $70,131+162.3% |
| Participation rate | 90.9% | 74.2%+16.8pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 21.26% | 31.45%-10.2pp | 5155.94%-5134.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,344 | $2,966-21.0% | $4,695-50.1% | $2,342+0.1% |
| Participant deferral / active EE | $5,839 | $5,051+15.6% | $6,247-6.5% | $3,332+75.2% |
| Admin fee / account holder | $12,710 | $5,420+134.5% | $9,243+37.5% | $4,645+173.6% |