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 | $159,984 | $85,202+87.8% | $172,739-7.4% | $72,985+119.2% |
| Participation rate | 94.0% | 70.1%+24.0pp | 82.6%+11.4pp | 69.5%+24.5pp |
| Annual return | 18.93% | 27.32%-8.4pp | 802.84%-783.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $5,883 | $3,324+77.0% | $5,143+14.4% | $2,440+141.1% |
| Participant deferral / active EE | $4,052 | $3,260+24.3% | $5,198-22.0% | $3,607+12.3% |
| Admin fee / account holder | $2,024 | $5,884-65.6% | $13,954-85.5% | $5,124-60.5% |