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 | $162,703 | $85,202+91.0% | $172,739-5.8% | $72,985+122.9% |
| Participation rate | 91.9% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.4pp |
| Annual return | 25.70% | 27.32%-1.6pp | 802.84%-777.1pp | 81.00%-55.3pp |
| Employer contribution / active EE | $2,096 | $3,324-36.9% | $5,143-59.2% | $2,440-14.1% |
| Participant deferral / active EE | $4,726 | $3,260+45.0% | $5,198-9.1% | $3,607+31.0% |
| Admin fee / account holder | $14,516 | $5,884+146.7% | $13,954+4.0% | $5,124+183.3% |