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 5-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 | $152,744 | $83,902+82.0% | $167,512-8.8% | $84,808+80.1% |
| Participation rate | 81.5% | 66.5%+15.0pp | 77.1%+4.4pp | 68.3%+13.2pp |
| Annual return | 32.11% | 91.55%-59.4pp | 1615.79%-1583.7pp | 40.90%-8.8pp |
| Employer contribution / active EE | $5,610 | $2,264+147.8% | $3,882+44.5% | $2,631+113.2% |
| Participant deferral / active EE | $12,293 | $4,442+176.7% | $6,405+91.9% | $4,212+191.9% |
| Admin fee / account holder | $1,345 | $7,915-83.0% | $9,769-86.2% | $7,344-81.7% |