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 | $144,450 | $108,919+32.6% | $100,391+43.9% | $145,922-1.0% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | 13.79% | 57.88%-44.1pp | 49.20%-35.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,938 | $4,419+11.7% | $3,942+25.3% | $4,660+6.0% |
| Participant deferral / active EE | $18,143 | $8,445+114.8% | $8,082+124.5% | $6,688+171.3% |
| Admin fee / account holder | $42,024 | $9,689+333.7% | $7,899+432.0% | $13,397+213.7% |