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 5-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 | $140,667 | $65,561+114.6% | $86,188+63.2% | $75,163+87.1% |
| Participation rate | 88.2% | 60.5%+27.7pp | 69.0%+19.2pp | 67.2%+21.0pp |
| Annual return | 16.97% | 46.05%-29.1pp | 1168.45%-1151.5pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,511 | $1,553+61.8% | $2,380+5.5% | $2,670-5.9% |
| Participant deferral / active EE | $7,296 | $3,024+141.3% | $3,985+83.1% | $4,125+76.9% |
| Admin fee / account holder | $6,931 | $5,474+26.6% | $6,852+1.2% | $5,651+22.7% |