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 | $169,801 | $108,919+55.9% | $100,391+69.1% | $145,922+16.4% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 11.78% | 57.88%-46.1pp | 49.20%-37.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,316 | $4,419-47.6% | $3,942-41.2% | $4,660-50.3% |
| Participant deferral / active EE | $25,560 | $8,445+202.7% | $8,082+216.3% | $6,688+282.2% |
| Admin fee / account holder | $80,396 | $9,689+729.8% | $7,899+917.8% | $13,397+500.1% |