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 6-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 | $173,206 | $102,317+69.3% | $146,958+17.9% | $80,856+114.2% |
| Participation rate | 72.3% | 75.8%-3.5pp | 82.2%-9.8pp | 67.6%+4.7pp |
| Annual return | 17.88% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $5,999 | $3,713+61.6% | $4,933+21.6% | $2,755+117.8% |
| Participant deferral / active EE | $10,258 | $6,644+54.4% | $8,070+27.1% | $4,296+138.8% |
| Admin fee / account holder | $14,167 | $7,941+78.4% | $12,998+9.0% | $6,918+104.8% |