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 | $183,394 | $53,127+245.2% | $86,590+111.8% | $70,131+161.5% |
| Participation rate | 87.1% | 65.3%+21.8pp | 73.5%+13.5pp | 69.5%+17.6pp |
| Annual return | 24.42% | 27.66%-3.2pp | 964.84%-940.4pp | 73.14%-48.7pp |
| Employer contribution / active EE | $7,440 | $2,068+259.7% | $2,839+162.0% | $2,342+217.6% |
| Participant deferral / active EE | $8,580 | $2,696+218.3% | $3,609+137.8% | $3,332+157.5% |
| Admin fee / account holder | $686 | $3,585-80.9% | $4,906-86.0% | $4,645-85.2% |