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 | $176,534 | $65,561+169.3% | $86,188+104.8% | $75,163+134.9% |
| Participation rate | 86.0% | 60.5%+25.6pp | 69.0%+17.1pp | 67.2%+18.9pp |
| Annual return | 18.23% | 46.05%-27.8pp | 1168.45%-1150.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $5,178 | $1,553+233.5% | $2,380+117.6% | $2,670+94.0% |
| Participant deferral / active EE | $3,282 | $3,024+8.6% | $3,985-17.6% | $4,125-20.4% |
| Admin fee / account holder | $1,202 | $5,474-78.0% | $6,852-82.5% | $5,651-78.7% |