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 | $181,141 | $111,724+62.1% | $93,606+93.5% | $145,922+24.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 21.15% | 202.98%-181.8pp | 133.20%-112.0pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,679 | $3,090-45.6% | $2,420-30.6% | $4,660-64.0% |
| Participant deferral / active EE | $4,827 | $4,912-1.7% | $4,411+9.4% | $6,688-27.8% |
| Admin fee / account holder | $1,117 | $10,250-89.1% | $8,285-86.5% | $13,397-91.7% |