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 | $186,171 | $105,998+75.6% | $92,233+101.8% | $147,584+26.1% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 17.86% | 50.05%-32.2pp | 176.28%-158.4pp | 578.55%-560.7pp |
| Employer contribution / active EE | $6,666 | $4,333+53.9% | $3,679+81.2% | $4,876+36.7% |
| Participant deferral / active EE | $5,015 | $4,478+12.0% | $3,897+28.7% | $5,439-7.8% |
| Admin fee / account holder | $1,760 | $6,332-72.2% | $5,194-66.1% | $10,885-83.8% |