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 | $145,880 | $91,538+59.4% | $129,995+12.2% | $75,163+94.1% |
| Participation rate | 90.0% | 71.4%+18.6pp | 78.5%+11.5pp | 67.2%+22.8pp |
| Annual return | 15.88% | -631.11%+647.0pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,664 | $2,845+28.8% | $4,320-15.2% | $2,670+37.2% |
| Participant deferral / active EE | $7,136 | $4,341+64.4% | $5,820+22.6% | $4,125+73.0% |
| Admin fee / account holder | $44,216 | $6,790+551.2% | $10,614+316.6% | $5,651+682.5% |