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 | $153,180 | $102,317+49.7% | $146,958+4.2% | $80,856+89.4% |
| Participation rate | 76.5% | 75.8%+0.6pp | 82.2%-5.7pp | 67.6%+8.8pp |
| Annual return | 22.61% | 134.76%-112.1pp | 418.34%-395.7pp | 35.59%-13.0pp |
| Employer contribution / active EE | $2,230 | $3,713-40.0% | $4,933-54.8% | $2,755-19.1% |
| Participant deferral / active EE | $11,385 | $6,644+71.4% | $8,070+41.1% | $4,296+165.0% |
| Admin fee / account holder | $10,484 | $7,941+32.0% | $12,998-19.3% | $6,918+51.5% |