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 8-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 | $157,872 | $111,724+41.3% | $93,606+68.7% | $145,922+8.2% |
| Participation rate | 84.2% | 74.2%+10.0pp | 68.7%+15.5pp | 80.3%+3.9pp |
| Annual return | 10.13% | 202.98%-192.9pp | 133.20%-123.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,867 | $3,090-39.6% | $2,420-22.8% | $4,660-59.9% |
| Participant deferral / active EE | $4,051 | $4,912-17.5% | $4,411-8.2% | $6,688-39.4% |
| Admin fee / account holder | $669 | $10,250-93.5% | $8,285-91.9% | $13,397-95.0% |