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 | $183,968 | $100,773+82.6% | $88,946+106.8% | $142,382+29.2% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 13.19% | 70.18%-57.0pp | 57.82%-44.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,780 | $2,918-4.7% | $2,555+8.8% | $4,299-35.3% |
| Participant deferral / active EE | $10,250 | $5,230+96.0% | $4,581+123.7% | $6,507+57.5% |
| Admin fee / account holder | $3,375 | $9,693-65.2% | $8,261-59.1% | $12,624-73.3% |