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 | $156,963 | $106,890+46.8% | $84,015+86.8% | $152,861+2.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 21.77% | 104.99%-83.2pp | 71.31%-49.5pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,500 | $2,734+28.0% | $1,983+76.4% | $4,762-26.5% |
| Participant deferral / active EE | $13,623 | $4,011+239.6% | $3,239+320.6% | $5,850+132.9% |
| Admin fee / account holder | $38,065 | $8,285+359.4% | $6,101+523.9% | $11,596+228.2% |