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 | $170,063 | $77,899+118.3% | $149,673+13.6% | $75,163+126.3% |
| Participation rate | 98.3% | 65.6%+32.7pp | 78.8%+19.5pp | 67.2%+31.1pp |
| Annual return | 15.57% | 31.72%-16.2pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $13,412 | $3,137+327.5% | $4,818+178.4% | $2,670+402.4% |
| Participant deferral / active EE | $5,851 | $3,411+71.5% | $5,680+3.0% | $4,125+41.8% |
| Admin fee / account holder | $1,490 | $5,956-75.0% | $13,210-88.7% | $5,651-73.6% |