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 | $170,208 | $102,317+66.4% | $146,958+15.8% | $80,856+110.5% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.2%+10.6pp | 67.6%+25.1pp |
| Annual return | 18.88% | 134.76%-115.9pp | 418.34%-399.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $4,973 | $3,713+33.9% | $4,933+0.8% | $2,755+80.5% |
| Participant deferral / active EE | $11,781 | $6,644+77.3% | $8,070+46.0% | $4,296+174.2% |
| Admin fee / account holder | $8,594 | $7,941+8.2% | $12,998-33.9% | $6,918+24.2% |