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 8-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 | $148,861 | $129,217+15.2% | $93,406+59.4% | $158,922-6.3% |
| Participation rate | 91.7% | 71.0%+20.7pp | 66.8%+24.9pp | 82.0%+9.7pp |
| Annual return | 14.58% | 118.21%-103.6pp | 78.05%-63.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $11,376 | $2,711+319.6% | $2,075+448.2% | $4,761+138.9% |
| Participant deferral / active EE | $4,324 | $3,909+10.6% | $3,126+38.3% | $5,982-27.7% |
| Admin fee / account holder | $3,211 | $7,383-56.5% | $5,230-38.6% | $11,246-71.4% |