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 | $160,294 | $102,317+56.7% | $146,958+9.1% | $80,856+98.2% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 16.56% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $4,268 | $3,713+14.9% | $4,933-13.5% | $2,755+54.9% |
| Participant deferral / active EE | $7,095 | $6,644+6.8% | $8,070-12.1% | $4,296+65.2% |
| Admin fee / account holder | $18,918 | $7,941+138.2% | $12,998+45.5% | $6,918+173.5% |