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 | $159,702 | $81,632+95.6% | $70,449+126.7% | $158,922+0.5% |
| Participation rate | 88.2% | 77.7%+10.5pp | 75.1%+13.2pp | 82.0%+6.3pp |
| Annual return | 10.60% | 208.40%-197.8pp | 109.03%-98.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $8,407 | $3,217+161.3% | $2,737+207.2% | $4,761+76.6% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $5,205 | $6,193-16.0% | $3,845+35.4% | $11,246-53.7% |