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 | $173,037 | $102,317+69.1% | $146,958+17.7% | $80,856+114.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 12.53% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $993 | $3,713-73.2% | $4,933-79.9% | $2,755-63.9% |
| Participant deferral / active EE | $11,762 | $6,644+77.0% | $8,070+45.7% | $4,296+173.8% |
| Admin fee / account holder | $47,151 | $7,941+493.8% | $12,998+262.8% | $6,918+581.6% |