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 | $179,321 | $102,317+75.3% | $146,958+22.0% | $80,856+121.8% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.2%+11.7pp | 67.6%+26.2pp |
| Annual return | 13.54% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,347 | $3,713+17.1% | $4,933-11.9% | $2,755+57.8% |
| Participant deferral / active EE | $8,920 | $6,644+34.3% | $8,070+10.5% | $4,296+107.6% |
| Admin fee / account holder | $1,207 | $7,941-84.8% | $12,998-90.7% | $6,918-82.5% |