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 | $170,957 | $85,202+100.6% | $172,739-1.0% | $72,985+134.2% |
| Participation rate | 91.3% | 70.1%+21.2pp | 82.6%+8.7pp | 69.5%+21.8pp |
| Annual return | 23.08% | 27.32%-4.2pp | 802.84%-779.8pp | 81.00%-57.9pp |
| Employer contribution / active EE | $5,575 | $3,324+67.7% | $5,143+8.4% | $2,440+128.5% |
| Participant deferral / active EE | $6,347 | $3,260+94.7% | $5,198+22.1% | $3,607+75.9% |
| Admin fee / account holder | $627 | $5,884-89.3% | $13,954-95.5% | $5,124-87.8% |