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 | $158,377 | $85,202+85.9% | $172,739-8.3% | $72,985+117.0% |
| Participation rate | 98.1% | 70.1%+28.1pp | 82.6%+15.5pp | 69.5%+28.6pp |
| Annual return | 17.69% | 27.32%-9.6pp | 802.84%-785.2pp | 81.00%-63.3pp |
| Employer contribution / active EE | $5,893 | $3,324+77.3% | $5,143+14.6% | $2,440+141.5% |
| Participant deferral / active EE | $3,626 | $3,260+11.2% | $5,198-30.2% | $3,607+0.5% |
| Admin fee / account holder | $747 | $5,884-87.3% | $13,954-94.6% | $5,124-85.4% |