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 | $171,670 | $108,919+57.6% | $100,391+71.0% | $145,922+17.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.94% | 57.88%-40.9pp | 49.20%-32.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $4,788 | $4,419+8.3% | $3,942+21.5% | $4,660+2.8% |
| Participant deferral / active EE | $3,281 | $8,445-61.1% | $8,082-59.4% | $6,688-50.9% |
| Admin fee / account holder | $23,130 | $9,689+138.7% | $7,899+192.8% | $13,397+72.7% |