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 | $160,231 | $118,680+35.0% | $98,907+62.0% | $158,922+0.8% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 16.61% | 372.35%-355.7pp | 196.43%-179.8pp | 302.83%-286.2pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,071 | $5,088-20.0% | $4,244-4.1% | $5,982-31.9% |
| Admin fee / account holder | $37,188 | $10,131+267.1% | $6,642+459.9% | $11,246+230.7% |