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 | $179,086 | $102,317+75.0% | $146,958+21.9% | $80,856+121.5% |
| Participation rate | 89.5% | 75.8%+13.6pp | 82.2%+7.3pp | 67.6%+21.8pp |
| Annual return | 18.05% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $6,398 | $3,713+72.3% | $4,933+29.7% | $2,755+132.3% |
| Participant deferral / active EE | $13,071 | $6,644+96.7% | $8,070+62.0% | $4,296+204.3% |
| Admin fee / account holder | $51,417 | $7,941+547.5% | $12,998+295.6% | $6,918+643.2% |