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 | $157,605 | $63,346+148.8% | $92,233+70.9% | $70,131+124.7% |
| Participation rate | 91.3% | 68.7%+22.6pp | 76.5%+14.8pp | 69.5%+21.8pp |
| Annual return | 14.78% | 530.12%-515.3pp | 176.28%-161.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $5,334 | $2,471+115.8% | $3,679+45.0% | $2,342+127.7% |
| Participant deferral / active EE | $6,978 | $2,854+144.5% | $3,897+79.1% | $3,332+109.4% |
| Admin fee / account holder | $9,187 | $3,840+139.2% | $5,194+76.9% | $4,645+97.8% |