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 9-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 | $149,476 | $102,317+46.1% | $146,958+1.7% | $80,856+84.9% |
| Participation rate | 91.0% | 75.8%+15.2pp | 82.2%+8.9pp | 67.6%+23.4pp |
| Annual return | 17.97% | 134.76%-116.8pp | 418.34%-400.4pp | 35.59%-17.6pp |
| Employer contribution / active EE | $6,356 | $3,713+71.2% | $4,933+28.9% | $2,755+130.7% |
| Participant deferral / active EE | $12,002 | $6,644+80.7% | $8,070+48.7% | $4,296+179.4% |
| Admin fee / account holder | $18,118 | $7,941+128.2% | $12,998+39.4% | $6,918+161.9% |