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 | $159,271 | $112,096+42.1% | $95,952+66.0% | $158,922+0.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 17.57% | 171.09%-153.5pp | 91.61%-74.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $3,189 | $3,198-0.3% | $2,541+25.5% | $4,761-33.0% |
| Participant deferral / active EE | $5,030 | $4,784+5.1% | $4,167+20.7% | $5,982-15.9% |
| Admin fee / account holder | $1,831 | $10,130-81.9% | $6,795-73.1% | $11,246-83.7% |