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 | $173,176 | $105,181+64.6% | $159,436+8.6% | $85,850+101.7% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 14.46% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,683 | $3,318-19.2% | $4,829-44.5% | $2,565+4.6% |
| Participant deferral / active EE | $8,439 | $5,945+42.0% | $7,352+14.8% | $3,952+113.6% |
| Admin fee / account holder | $8,930 | $6,933+28.8% | $10,799-17.3% | $6,260+42.7% |