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 | $183,229 | $99,020+85.0% | $86,590+111.6% | $147,584+24.2% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 18.52% | 1312.34%-1293.8pp | 964.84%-946.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,328 | $3,132-57.6% | $2,839-53.2% | $4,876-72.8% |
| Participant deferral / active EE | $2,660 | $3,972-33.0% | $3,609-26.3% | $5,439-51.1% |
| Admin fee / account holder | $9,427 | $5,710+65.1% | $4,906+92.2% | $10,885-13.4% |