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 | $168,769 | $81,208+107.8% | $98,907+70.6% | $79,858+111.3% |
| Participation rate | 94.1% | 72.5%+21.6pp | 76.0%+18.1pp | 69.6%+24.5pp |
| Annual return | 12.41% | 60.99%-48.6pp | 196.43%-184.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,492 | $1,960+78.2% | $2,689+29.9% | $2,471+41.3% |
| Participant deferral / active EE | $7,606 | $3,265+133.0% | $4,244+79.2% | $3,740+103.4% |
| Admin fee / account holder | $833 | $6,013-86.1% | $6,642-87.5% | $5,306-84.3% |