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 5-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 | $149,795 | $77,314+93.7% | $177,989-15.8% | $80,856+85.3% |
| Participation rate | 92.5% | 65.7%+26.8pp | 77.1%+15.4pp | 67.6%+24.9pp |
| Annual return | 17.77% | 18.09%-0.3pp | 294.48%-276.7pp | 35.59%-17.8pp |
| Employer contribution / active EE | $3,184 | $2,292+38.9% | $3,949-19.4% | $2,755+15.6% |
| Participant deferral / active EE | $8,567 | $4,411+94.2% | $6,276+36.5% | $4,296+99.4% |
| Admin fee / account holder | $818 | $7,191-88.6% | $10,363-92.1% | $6,918-88.2% |