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 | $154,141 | $90,348+70.6% | $75,972+102.9% | $145,922+5.6% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 13.76% | 620.88%-607.1pp | 359.55%-345.8pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,153 | $3,311-35.0% | $2,685-19.8% | $4,660-53.8% |
| Participant deferral / active EE | $3,968 | $5,162-23.1% | $4,255-6.8% | $6,688-40.7% |
| Admin fee / account holder | $30,376 | $8,467+258.8% | $6,467+369.7% | $13,397+126.7% |