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 | $146,219 | $90,348+61.8% | $75,972+92.5% | $145,922+0.2% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 12.37% | 620.88%-608.5pp | 359.55%-347.2pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,897 | $3,311-42.7% | $2,685-29.3% | $4,660-59.3% |
| Participant deferral / active EE | $2,632 | $5,162-49.0% | $4,255-38.1% | $6,688-60.6% |
| Admin fee / account holder | $13,094 | $8,467+54.7% | $6,467+102.5% | $13,397-2.3% |