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 | $172,941 | $77,145+124.2% | $108,410+59.5% | $85,850+101.4% |
| Participation rate | 85.3% | 74.7%+10.6pp | 80.1%+5.2pp | 69.3%+16.0pp |
| Annual return | 26.69% | 44.54%-17.9pp | 905.27%-878.6pp | 318.53%-291.8pp |
| Employer contribution / active EE | $1,198 | $2,379-49.7% | $3,558-66.3% | $2,565-53.3% |
| Participant deferral / active EE | $2,938 | $5,566-47.2% | $6,563-55.2% | $3,952-25.7% |
| Admin fee / account holder | $22,526 | $5,172+335.5% | $7,295+208.8% | $6,260+259.8% |