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 | $145,901 | $83,902+73.9% | $167,512-12.9% | $84,808+72.0% |
| Participation rate | 82.5% | 66.5%+16.0pp | 77.1%+5.4pp | 68.3%+14.1pp |
| Annual return | 16.25% | 91.55%-75.3pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,247 | $2,264+43.4% | $3,882-16.3% | $2,631+23.4% |
| Participant deferral / active EE | $5,971 | $4,442+34.4% | $6,405-6.8% | $4,212+41.8% |
| Admin fee / account holder | $2,893 | $7,915-63.4% | $9,769-70.4% | $7,344-60.6% |