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 | $177,199 | $112,096+58.1% | $95,952+84.7% | $158,922+11.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 22.60% | 171.09%-148.5pp | 91.61%-69.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $2,186 | $3,198-31.7% | $2,541-14.0% | $4,761-54.1% |
| Participant deferral / active EE | $5,622 | $4,784+17.5% | $4,167+34.9% | $5,982-6.0% |
| Admin fee / account holder | $8,385 | $10,130-17.2% | $6,795+23.4% | $11,246-25.4% |