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 | $185,142 | $70,756+161.7% | $65,493+182.7% | $142,382+30.0% |
| Participation rate | 81.3% | 77.4%+3.9pp | 73.1%+8.2pp | 80.1%+1.1pp |
| Annual return | 16.44% | 1754.89%-1738.4pp | 982.45%-966.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,814 | $2,881-2.3% | $2,574+9.3% | $4,299-34.6% |
| Participant deferral / active EE | $6,966 | $4,637+50.2% | $3,961+75.9% | $6,507+7.0% |
| Admin fee / account holder | $13,723 | $6,559+109.2% | $5,028+172.9% | $12,624+8.7% |