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 | $150,257 | $65,409+129.7% | $98,442+52.6% | $85,850+75.0% |
| Participation rate | 96.9% | 65.0%+31.9pp | 73.3%+23.5pp | 69.3%+27.6pp |
| Annual return | 27.65% | 21.76%+5.9pp | 1492.73%-1465.1pp | 318.53%-290.9pp |
| Employer contribution / active EE | $4,783 | $2,168+120.7% | $2,960+61.6% | $2,565+86.5% |
| Participant deferral / active EE | $7,325 | $3,166+131.3% | $4,276+71.3% | $3,952+85.4% |
| Admin fee / account holder | $10,249 | $4,593+123.2% | $5,949+72.3% | $6,260+63.7% |