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 | $181,254 | $102,966+76.0% | $90,281+100.8% | $152,861+18.6% |
| Participation rate | 91.3% | 75.9%+15.4pp | 73.3%+18.0pp | 82.4%+8.9pp |
| Annual return | 18.77% | 95.16%-76.4pp | 78.10%-59.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,918 | $3,139-38.9% | $2,854-32.8% | $4,762-59.7% |
| Participant deferral / active EE | $4,555 | $4,281+6.4% | $3,885+17.2% | $5,850-22.1% |
| Admin fee / account holder | $640 | $6,171-89.6% | $5,351-88.0% | $11,596-94.5% |