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 | $180,689 | $83,902+115.4% | $167,512+7.9% | $84,808+113.1% |
| Participation rate | 74.0% | 66.5%+7.5pp | 77.1%-3.1pp | 68.3%+5.7pp |
| Annual return | 14.09% | 91.55%-77.5pp | 1615.79%-1601.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,321 | $2,264+46.7% | $3,882-14.4% | $2,631+26.2% |
| Participant deferral / active EE | $4,945 | $4,442+11.3% | $6,405-22.8% | $4,212+17.4% |
| Admin fee / account holder | $3,120 | $7,915-60.6% | $9,769-68.1% | $7,344-57.5% |