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 | $160,149 | $106,890+49.8% | $84,015+90.6% | $152,861+4.8% |
| Participation rate | 91.3% | 75.2%+16.1pp | 69.0%+22.3pp | 82.4%+8.9pp |
| Annual return | 21.88% | 104.99%-83.1pp | 71.31%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $7,750 | $2,734+183.4% | $1,983+290.7% | $4,762+62.7% |
| Participant deferral / active EE | $1,446 | $4,011-64.0% | $3,239-55.4% | $5,850-75.3% |
| Admin fee / account holder | $8,809 | $8,285+6.3% | $6,101+44.4% | $11,596-24.0% |