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 | $142,547 | $81,632+74.6% | $70,449+102.3% | $158,922-10.3% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 20.52% | 208.40%-187.9pp | 109.03%-88.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $9,003 | $3,217+179.8% | $2,737+229.0% | $4,761+89.1% |
| Participant deferral / active EE | $8,193 | $4,554+79.9% | $3,709+120.9% | $5,982+37.0% |
| Admin fee / account holder | $47,193 | $6,193+662.1% | $3,845+1127.3% | $11,246+319.7% |