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 | $171,909 | $107,934+59.3% | $91,989+86.9% | $152,861+12.5% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 19.10% | 89.24%-70.1pp | 69.02%-49.9pp | 345.32%-326.2pp |
| Employer contribution / active EE | $6,102 | $4,210+44.9% | $3,452+76.8% | $4,762+28.1% |
| Participant deferral / active EE | $5,757 | $6,364-9.5% | $5,923-2.8% | $5,850-1.6% |
| Admin fee / account holder | $88,289 | $10,520+739.3% | $7,743+1040.3% | $11,596+661.3% |