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 | $180,341 | $102,317+76.3% | $146,958+22.7% | $80,856+123.0% |
| Participation rate | 92.4% | 75.8%+16.6pp | 82.2%+10.3pp | 67.6%+24.8pp |
| Annual return | 14.10% | 134.76%-120.7pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $4,568 | $3,713+23.0% | $4,933-7.4% | $2,755+65.8% |
| Participant deferral / active EE | $8,047 | $6,644+21.1% | $8,070-0.3% | $4,296+87.3% |
| Admin fee / account holder | $5,362 | $7,941-32.5% | $12,998-58.7% | $6,918-22.5% |