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 | $151,922 | $111,724+36.0% | $93,606+62.3% | $145,922+4.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 18.81% | 202.98%-184.2pp | 133.20%-114.4pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,457 | $3,090-20.5% | $2,420+1.5% | $4,660-47.3% |
| Participant deferral / active EE | $1,693 | $4,912-65.5% | $4,411-61.6% | $6,688-74.7% |
| Admin fee / account holder | $7,802 | $10,250-23.9% | $8,285-5.8% | $13,397-41.8% |