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 | $149,890 | $83,902+78.6% | $167,512-10.5% | $84,808+76.7% |
| Participation rate | 84.6% | 66.5%+18.2pp | 77.1%+7.6pp | 68.3%+16.3pp |
| Annual return | 15.76% | 91.55%-75.8pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $7,648 | $2,264+237.8% | $3,882+97.0% | $2,631+190.7% |
| Participant deferral / active EE | $5,976 | $4,442+34.5% | $6,405-6.7% | $4,212+41.9% |
| Admin fee / account holder | $8,555 | $7,915+8.1% | $9,769-12.4% | $7,344+16.5% |