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 | $161,452 | $102,317+57.8% | $146,958+9.9% | $80,856+99.7% |
| Participation rate | 78.3% | 75.8%+2.4pp | 82.2%-3.9pp | 67.6%+10.6pp |
| Annual return | 18.84% | 134.76%-115.9pp | 418.34%-399.5pp | 35.59%-16.8pp |
| Employer contribution / active EE | $4,146 | $3,713+11.7% | $4,933-15.9% | $2,755+50.5% |
| Participant deferral / active EE | $9,778 | $6,644+47.2% | $8,070+21.2% | $4,296+127.6% |
| Admin fee / account holder | $11,174 | $7,941+40.7% | $12,998-14.0% | $6,918+61.5% |