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 | $174,587 | $102,966+69.6% | $90,281+93.4% | $152,861+14.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 25.07% | 95.16%-70.1pp | 78.10%-53.0pp | 345.32%-320.2pp |
| Employer contribution / active EE | $3,193 | $3,139+1.7% | $2,854+11.9% | $4,762-33.0% |
| Participant deferral / active EE | $8,806 | $4,281+105.7% | $3,885+126.6% | $5,850+50.5% |
| Admin fee / account holder | $4,354 | $6,171-29.4% | $5,351-18.6% | $11,596-62.5% |