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 | $184,429 | $102,317+80.3% | $146,958+25.5% | $80,856+128.1% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 15.37% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $7,611 | $3,713+105.0% | $4,933+54.3% | $2,755+176.3% |
| Participant deferral / active EE | $10,490 | $6,644+57.9% | $8,070+30.0% | $4,296+144.2% |
| Admin fee / account holder | $5,472 | $7,941-31.1% | $12,998-57.9% | $6,918-20.9% |