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 | $163,614 | $85,766+90.8% | $136,294+20.0% | $70,131+133.3% |
| Participation rate | 76.7% | 74.2%+2.5pp | 81.9%-5.3pp | 69.5%+7.1pp |
| Annual return | 21.75% | 31.45%-9.7pp | 5155.94%-5134.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,774 | $5,051+93.5% | $6,247+56.5% | $3,332+193.4% |
| Admin fee / account holder | $5,160 | $5,420-4.8% | $9,243-44.2% | $4,645+11.1% |