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 | $141,125 | $53,127+165.6% | $86,590+63.0% | $70,131+101.2% |
| Participation rate | 90.0% | 65.3%+24.7pp | 73.5%+16.5pp | 69.5%+20.5pp |
| Annual return | 16.01% | 27.66%-11.7pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $5,276 | $2,068+155.1% | $2,839+85.8% | $2,342+125.2% |
| Participant deferral / active EE | $2,639 | $2,696-2.1% | $3,609-26.9% | $3,332-20.8% |
| Admin fee / account holder | $1,298 | $3,585-63.8% | $4,906-73.5% | $4,645-72.1% |