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 | $166,610 | $102,317+62.8% | $146,958+13.4% | $80,856+106.1% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.2%+7.0pp | 67.6%+21.5pp |
| Annual return | 12.08% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,994 | $3,713-46.3% | $4,933-59.6% | $2,755-27.6% |
| Participant deferral / active EE | $5,565 | $6,644-16.2% | $8,070-31.0% | $4,296+29.6% |
| Admin fee / account holder | $14,596 | $7,941+83.8% | $12,998+12.3% | $6,918+111.0% |