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 | $179,216 | $85,202+110.3% | $172,739+3.7% | $72,985+145.6% |
| Participation rate | 78.1% | 70.1%+8.1pp | 82.6%-4.5pp | 69.5%+8.6pp |
| Annual return | 17.83% | 27.32%-9.5pp | 802.84%-785.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,646 | $3,324-50.5% | $5,143-68.0% | $2,440-32.5% |
| Participant deferral / active EE | $5,513 | $3,260+69.1% | $5,198+6.1% | $3,607+52.8% |
| Admin fee / account holder | $12,159 | $5,884+106.6% | $13,954-12.9% | $5,124+137.3% |