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 | $156,787 | $102,317+53.2% | $146,958+6.7% | $80,856+93.9% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 15.79% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,605 | $3,713-2.9% | $4,933-26.9% | $2,755+30.8% |
| Participant deferral / active EE | $8,152 | $6,644+22.7% | $8,070+1.0% | $4,296+89.8% |
| Admin fee / account holder | $6,851 | $7,941-13.7% | $12,998-47.3% | $6,918-1.0% |