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 | $183,758 | $102,317+79.6% | $146,958+25.0% | $80,856+127.3% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 12.64% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,595 | $3,713-3.2% | $4,933-27.1% | $2,755+30.5% |
| Participant deferral / active EE | $14,019 | $6,644+111.0% | $8,070+73.7% | $4,296+226.3% |
| Admin fee / account holder | $29,580 | $7,941+272.5% | $12,998+127.6% | $6,918+327.6% |