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 7-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 | $168,316 | $102,317+64.5% | $146,958+14.5% | $80,856+108.2% |
| Participation rate | 76.8% | 75.8%+1.0pp | 82.2%-5.4pp | 67.6%+9.1pp |
| Annual return | 21.06% | 134.76%-113.7pp | 418.34%-397.3pp | 35.59%-14.5pp |
| Employer contribution / active EE | $4,091 | $3,713+10.2% | $4,933-17.1% | $2,755+48.5% |
| Participant deferral / active EE | $9,808 | $6,644+47.6% | $8,070+21.5% | $4,296+128.3% |
| Admin fee / account holder | $34,809 | $7,941+338.3% | $12,998+167.8% | $6,918+403.2% |