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 | $180,374 | $100,773+79.0% | $88,946+102.8% | $142,382+26.7% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 13.45% | 70.18%-56.7pp | 57.82%-44.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,360 | $2,918+15.1% | $2,555+31.5% | $4,299-21.9% |
| Participant deferral / active EE | $10,329 | $5,230+97.5% | $4,581+125.5% | $6,507+58.7% |
| Admin fee / account holder | $137,096 | $9,693+1314.4% | $8,261+1559.6% | $12,624+986.0% |