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 | $164,472 | $100,852+63.1% | $90,404+81.9% | $158,922+3.5% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 12.28% | 1724.20%-1711.9pp | 1293.02%-1280.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,196 | $3,689-40.5% | $3,262-32.7% | $4,761-53.9% |
| Participant deferral / active EE | $3,458 | $4,348-20.5% | $3,963-12.7% | $5,982-42.2% |
| Admin fee / account holder | $14,653 | $6,501+125.4% | $5,611+161.2% | $11,246+30.3% |