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 | $175,337 | $102,966+70.3% | $90,281+94.2% | $152,861+14.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 23.18% | 95.16%-72.0pp | 78.10%-54.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $7,143 | $3,139+127.6% | $2,854+150.3% | $4,762+50.0% |
| Participant deferral / active EE | $7,039 | $4,281+64.4% | $3,885+81.2% | $5,850+20.3% |
| Admin fee / account holder | $4,916 | $6,171-20.3% | $5,351-8.1% | $11,596-57.6% |