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 4-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 | $163,368 | $102,317+59.7% | $146,958+11.2% | $80,856+102.0% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 18.41% | 134.76%-116.4pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $6,494 | $3,713+74.9% | $4,933+31.6% | $2,755+135.7% |
| Participant deferral / active EE | $13,706 | $6,644+106.3% | $8,070+69.8% | $4,296+219.1% |
| Admin fee / account holder | $9,790 | $7,941+23.3% | $12,998-24.7% | $6,918+41.5% |