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 | $116,175 | $58,927+97.2% | $76,817+51.2% | $72,985+59.2% |
| Participation rate | 77.5% | 67.3%+10.2pp | 72.1%+5.4pp | 69.5%+8.0pp |
| Annual return | 20.57% | 2305.64%-2285.1pp | 1166.11%-1145.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,012 | $1,787-43.3% | $2,302-56.0% | $2,440-58.5% |
| Participant deferral / active EE | $2,741 | $2,690+1.9% | $3,336-17.8% | $3,607-24.0% |
| Admin fee / account holder | $11,736 | $4,013+192.5% | $6,420+82.8% | $5,124+129.0% |