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 | $176,455 | $100,852+75.0% | $90,404+95.2% | $158,922+11.0% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 18.63% | 1724.20%-1705.6pp | 1293.02%-1274.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,156 | $3,689-41.5% | $3,262-33.9% | $4,761-54.7% |
| Participant deferral / active EE | $4,599 | $4,348+5.8% | $3,963+16.0% | $5,982-23.1% |
| Admin fee / account holder | $37,503 | $6,501+476.9% | $5,611+568.4% | $11,246+233.5% |