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 | $181,613 | $102,317+77.5% | $146,958+23.6% | $80,856+124.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 13.95% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $975 | $3,713-73.7% | $4,933-80.2% | $2,755-64.6% |
| Participant deferral / active EE | $12,031 | $6,644+81.1% | $8,070+49.1% | $4,296+180.1% |
| Admin fee / account holder | $54,730 | $7,941+589.2% | $12,998+321.1% | $6,918+691.1% |