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 | $149,973 | $58,208+157.7% | $81,812+83.3% | $80,856+85.5% |
| Participation rate | 96.7% | 63.4%+33.3pp | 72.3%+24.3pp | 67.6%+29.0pp |
| Annual return | 10.97% | 41.66%-30.7pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $5,937 | $2,340+153.7% | $2,912+103.9% | $2,755+115.5% |
| Participant deferral / active EE | $9,973 | $3,281+204.0% | $4,319+130.9% | $4,296+132.2% |
| Admin fee / account holder | $9,426 | $4,981+89.2% | $7,386+27.6% | $6,918+36.2% |