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 8-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 | $149,657 | $68,547+118.3% | $120,354+24.3% | $80,856+85.1% |
| Participation rate | 85.7% | 61.6%+24.1pp | 71.9%+13.8pp | 67.6%+18.1pp |
| Annual return | 10.70% | 23.60%-12.9pp | 107.15%-96.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,689 | $2,051+79.8% | $3,463+6.5% | $2,755+33.9% |
| Participant deferral / active EE | $7,541 | $3,173+137.6% | $4,991+51.1% | $4,296+75.6% |
| Admin fee / account holder | $31,721 | $5,732+453.4% | $9,423+236.6% | $6,918+358.5% |