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 | $186,246 | $102,317+82.0% | $146,958+26.7% | $80,856+130.3% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.2%+4.7pp | 67.6%+19.2pp |
| Annual return | 13.58% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,272 | $3,713+15.0% | $4,933-13.4% | $2,755+55.1% |
| Participant deferral / active EE | $7,735 | $6,644+16.4% | $8,070-4.2% | $4,296+80.1% |
| Admin fee / account holder | $1,951 | $7,941-75.4% | $12,998-85.0% | $6,918-71.8% |