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 | $138,488 | $102,317+35.4% | $146,958-5.8% | $80,856+71.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 16.27% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,848 | $3,713-23.3% | $4,933-42.3% | $2,755+3.4% |
| Participant deferral / active EE | $9,655 | $6,644+45.3% | $8,070+19.6% | $4,296+124.8% |
| Admin fee / account holder | $24,143 | $7,941+204.0% | $12,998+85.7% | $6,918+249.0% |