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 | $128,327 | $65,561+95.7% | $86,188+48.9% | $75,163+70.7% |
| Participation rate | 79.6% | 60.5%+19.1pp | 69.0%+10.6pp | 67.2%+12.4pp |
| Annual return | 15.98% | 46.05%-30.1pp | 1168.45%-1152.5pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,046 | $1,553+96.2% | $2,380+28.0% | $2,670+14.1% |
| Participant deferral / active EE | $5,030 | $3,024+66.3% | $3,985+26.2% | $4,125+21.9% |
| Admin fee / account holder | $18,534 | $5,474+238.6% | $6,852+170.5% | $5,651+228.0% |