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 | $147,490 | $69,515+112.2% | $86,874+69.8% | $85,850+71.8% |
| Participation rate | 95.2% | 66.3%+28.9pp | 71.6%+23.6pp | 69.3%+25.9pp |
| Annual return | 13.25% | 20.12%-6.9pp | 63.52%-50.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $5,727 | $1,880+204.6% | $2,495+129.5% | $2,565+123.3% |
| Participant deferral / active EE | $4,284 | $2,919+46.7% | $3,699+15.8% | $3,952+8.4% |
| Admin fee / account holder | $10,185 | $5,972+70.6% | $5,828+74.8% | $6,260+62.7% |