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 | $175,924 | $65,561+168.3% | $86,188+104.1% | $75,163+134.1% |
| Participation rate | 76.3% | 60.5%+15.8pp | 69.0%+7.4pp | 67.2%+9.1pp |
| Annual return | 17.21% | 46.05%-28.8pp | 1168.45%-1151.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,230 | $3,024-26.3% | $3,985-44.1% | $4,125-46.0% |
| Admin fee / account holder | $42,551 | $5,474+677.3% | $6,852+521.0% | $5,651+653.0% |