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 | $176,741 | $102,317+72.7% | $146,958+20.3% | $80,856+118.6% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.2%+3.8pp | 67.6%+18.4pp |
| Annual return | 28.81% | 134.76%-105.9pp | 418.34%-389.5pp | 35.59%-6.8pp |
| Employer contribution / active EE | $3,187 | $3,713-14.2% | $4,933-35.4% | $2,755+15.7% |
| Participant deferral / active EE | $7,571 | $6,644+14.0% | $8,070-6.2% | $4,296+76.3% |
| Admin fee / account holder | $24,001 | $7,941+202.2% | $12,998+84.6% | $6,918+246.9% |