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 | $169,588 | $91,190+86.0% | $178,490-5.0% | $79,858+112.4% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.2pp | 69.6%+27.5pp |
| Annual return | 15.91% | 24.19%-8.3pp | 151.07%-135.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,467 | $3,256-24.2% | $5,011-50.8% | $2,471-0.2% |
| Participant deferral / active EE | $5,817 | $3,236+79.8% | $5,202+11.8% | $3,740+55.5% |
| Admin fee / account holder | $2,423 | $6,751-64.1% | $13,984-82.7% | $5,306-54.3% |