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 | $154,108 | $48,795+215.8% | $65,493+135.3% | $84,808+81.7% |
| Participation rate | 91.1% | 67.0%+24.1pp | 73.1%+18.0pp | 68.3%+22.8pp |
| Annual return | 23.06% | 20.20%+2.9pp | 982.45%-959.4pp | 40.90%-17.8pp |
| Employer contribution / active EE | $6,480 | $1,930+235.8% | $2,574+151.7% | $2,631+146.3% |
| Participant deferral / active EE | $7,904 | $2,928+169.9% | $3,961+99.5% | $4,212+87.7% |
| Admin fee / account holder | $10,747 | $3,877+177.2% | $5,028+113.7% | $7,344+46.3% |