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 | $184,139 | $102,317+80.0% | $146,958+25.3% | $80,856+127.7% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 13.69% | 134.76%-121.1pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,626 | $3,713-29.3% | $4,933-46.8% | $2,755-4.7% |
| Participant deferral / active EE | $6,442 | $6,644-3.0% | $8,070-20.2% | $4,296+50.0% |
| Admin fee / account holder | $17,704 | $7,941+122.9% | $12,998+36.2% | $6,918+155.9% |