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 | $185,930 | $102,317+81.7% | $146,958+26.5% | $80,856+130.0% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.2%-12.2pp | 67.6%+2.4pp |
| Annual return | 12.93% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,976 | $3,713-46.8% | $4,933-59.9% | $2,755-28.3% |
| Participant deferral / active EE | $10,430 | $6,644+57.0% | $8,070+29.2% | $4,296+142.8% |
| Admin fee / account holder | $18,026 | $7,941+127.0% | $12,998+38.7% | $6,918+160.6% |