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 | $178,799 | $89,753+99.2% | $107,525+66.3% | $84,808+110.8% |
| Participation rate | 91.4% | 68.1%+23.3pp | 75.1%+16.3pp | 68.3%+23.1pp |
| Annual return | 60.90% | 29.48%+31.4pp | 181.32%-120.4pp | 40.90%+20.0pp |
| Employer contribution / active EE | $5,885 | $3,113+89.0% | $3,754+56.8% | $2,631+123.7% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,986 | $7,222-44.8% | $8,919-55.3% | $7,344-45.7% |