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 | $174,827 | $85,202+105.2% | $172,739+1.2% | $72,985+139.5% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.6%+7.4pp | 69.5%+20.5pp |
| Annual return | 16.72% | 27.32%-10.6pp | 802.84%-786.1pp | 81.00%-64.3pp |
| Employer contribution / active EE | $6,024 | $3,324+81.2% | $5,143+17.1% | $2,440+146.9% |
| Participant deferral / active EE | $4,018 | $3,260+23.3% | $5,198-22.7% | $3,607+11.4% |
| Admin fee / account holder | $801 | $5,884-86.4% | $13,954-94.3% | $5,124-84.4% |