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 | $167,261 | $81,208+106.0% | $98,907+69.1% | $79,858+109.4% |
| Participation rate | 96.9% | 72.5%+24.4pp | 76.0%+20.9pp | 69.6%+27.2pp |
| Annual return | 12.32% | 60.99%-48.7pp | 196.43%-184.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,559 | $1,960+81.6% | $2,689+32.4% | $2,471+44.1% |
| Participant deferral / active EE | $8,263 | $3,265+153.1% | $4,244+94.7% | $3,740+120.9% |
| Admin fee / account holder | $21,712 | $6,013+261.1% | $6,642+226.9% | $5,306+309.2% |