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 | $186,755 | $77,145+142.1% | $108,410+72.3% | $85,850+117.5% |
| Participation rate | 78.4% | 74.7%+3.7pp | 80.1%-1.8pp | 69.3%+9.1pp |
| Annual return | 15.27% | 44.54%-29.3pp | 905.27%-890.0pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,431 | $2,379-39.9% | $3,558-59.8% | $2,565-44.2% |
| Participant deferral / active EE | $5,695 | $5,566+2.3% | $6,563-13.2% | $3,952+44.1% |
| Admin fee / account holder | $43,745 | $5,172+745.8% | $7,295+499.7% | $6,260+598.8% |