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 | $186,016 | $133,922+38.9% | $116,228+60.0% | $142,382+30.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.66% | 147.76%-134.1pp | 90.06%-76.4pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,748 | $3,446-20.2% | $2,994-8.2% | $4,299-36.1% |
| Participant deferral / active EE | $21,995 | $5,672+287.8% | $4,953+344.1% | $6,507+238.0% |
| Admin fee / account holder | $4,688 | $14,945-68.6% | $11,989-60.9% | $12,624-62.9% |