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 | $147,602 | $88,751+66.3% | $81,812+80.4% | $145,922+1.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 12.80% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $7,816 | $3,083+153.5% | $2,912+168.4% | $4,660+67.7% |
| Participant deferral / active EE | $12,046 | $4,643+159.4% | $4,319+178.9% | $6,688+80.1% |
| Admin fee / account holder | $9,174 | $8,415+9.0% | $7,386+24.2% | $13,397-31.5% |