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 | $167,856 | $102,317+64.1% | $146,958+14.2% | $80,856+107.6% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.2%-6.3pp | 67.6%+8.3pp |
| Annual return | 11.92% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,875 | $3,713-22.6% | $4,933-41.7% | $2,755+4.3% |
| Participant deferral / active EE | $7,126 | $6,644+7.3% | $8,070-11.7% | $4,296+65.9% |
| Admin fee / account holder | $13,810 | $7,941+73.9% | $12,998+6.2% | $6,918+99.6% |