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 | $171,504 | $85,766+100.0% | $136,294+25.8% | $70,131+144.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.45% | 31.45%-11.0pp | 5155.94%-5135.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $3,528 | $2,966+18.9% | $4,695-24.9% | $2,342+50.6% |
| Participant deferral / active EE | $9,841 | $5,051+94.8% | $6,247+57.5% | $3,332+195.4% |
| Admin fee / account holder | $8,569 | $5,420+58.1% | $9,243-7.3% | $4,645+84.5% |