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 | $194,947 | $110,502+76.4% | $80,716+141.5% | $167,490+16.4% |
| Participation rate | 87.0% | 64.0%+23.0pp | 54.2%+32.8pp | 82.1%+4.9pp |
| Annual return | 12.49% | 120.54%-108.1pp | 87.28%-74.8pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,609 | $1,543+69.1% | $1,160+124.9% | $4,837-46.1% |
| Participant deferral / active EE | $2,225 | $2,871-22.5% | $2,146+3.7% | $6,341-64.9% |
| Admin fee / account holder | $5,714 | $4,545+25.7% | $3,380+69.1% | $12,309-53.6% |