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 | $170,152 | $78,422+117.0% | $95,952+77.3% | $79,858+113.1% |
| Participation rate | 89.1% | 73.5%+15.6pp | 77.1%+12.0pp | 69.6%+19.5pp |
| Annual return | 26.56% | 19.37%+7.2pp | 91.61%-65.1pp | 31.71%-5.2pp |
| Employer contribution / active EE | $1,970 | $1,945+1.3% | $2,541-22.5% | $2,471-20.3% |
| Participant deferral / active EE | $8,241 | $3,440+139.6% | $4,167+97.8% | $3,740+120.3% |
| Admin fee / account holder | $9,329 | $5,622+65.9% | $6,795+37.3% | $5,306+75.8% |