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 | $178,105 | $106,890+66.6% | $84,015+112.0% | $152,861+16.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 22.78% | 104.99%-82.2pp | 71.31%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $4,323 | $2,734+58.1% | $1,983+118.0% | $4,762-9.2% |
| Participant deferral / active EE | $7,345 | $4,011+83.1% | $3,239+126.8% | $5,850+25.6% |
| Admin fee / account holder | $2,703 | $8,285-67.4% | $6,101-55.7% | $11,596-76.7% |