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 | $172,974 | $83,902+106.2% | $167,512+3.3% | $84,808+104.0% |
| Participation rate | 78.7% | 66.5%+12.2pp | 77.1%+1.6pp | 68.3%+10.4pp |
| Annual return | 16.87% | 91.55%-74.7pp | 1615.79%-1598.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $5,193 | $2,264+129.4% | $3,882+33.8% | $2,631+97.4% |
| Participant deferral / active EE | $11,030 | $4,442+148.3% | $6,405+72.2% | $4,212+161.9% |
| Admin fee / account holder | $7,408 | $7,915-6.4% | $9,769-24.2% | $7,344+0.9% |