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 | $165,171 | $105,998+55.8% | $92,233+79.1% | $147,584+11.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 10.11% | 50.05%-39.9pp | 176.28%-166.2pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,406 | $4,333-44.5% | $3,679-34.6% | $4,876-50.7% |
| Participant deferral / active EE | $9,648 | $4,478+115.5% | $3,897+147.6% | $5,439+77.4% |
| Admin fee / account holder | $34,542 | $6,332+445.5% | $5,194+565.1% | $10,885+217.3% |