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 | $185,400 | $102,966+80.1% | $90,281+105.4% | $152,861+21.3% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 19.99% | 95.16%-75.2pp | 78.10%-58.1pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,018 | $3,139+28.0% | $2,854+40.8% | $4,762-15.6% |
| Participant deferral / active EE | $6,840 | $4,281+59.8% | $3,885+76.0% | $5,850+16.9% |
| Admin fee / account holder | $543 | $6,171-91.2% | $5,351-89.9% | $11,596-95.3% |