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 | $172,874 | $112,881+53.1% | $90,951+90.1% | $158,922+8.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 7.04% | 215.79%-208.7pp | 134.60%-127.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,425 | $2,893-50.7% | $2,122-32.8% | $4,761-70.1% |
| Participant deferral / active EE | $7,379 | $4,128+78.8% | $3,373+118.8% | $5,982+23.4% |
| Admin fee / account holder | $695 | $8,041-91.4% | $5,959-88.3% | $11,246-93.8% |