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 6-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 | $159,586 | $91,552+74.3% | $133,956+19.1% | $79,858+99.8% |
| Participation rate | 91.2% | 73.3%+17.8pp | 79.8%+11.3pp | 69.6%+21.5pp |
| Annual return | 0.00% | 61.85%-61.8pp | 45.09%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,310 | $2,384+38.9% | $3,919-15.5% | $2,471+34.0% |
| Participant deferral / active EE | $6,124 | $3,733+64.0% | $5,048+21.3% | $3,740+63.7% |
| Admin fee / account holder | $7,274 | $6,321+15.1% | $8,927-18.5% | $5,306+37.1% |