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 | $158,348 | $102,317+54.8% | $146,958+7.8% | $80,856+95.8% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 15.12% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,745 | $3,713+0.9% | $4,933-24.1% | $2,755+35.9% |
| Participant deferral / active EE | $10,128 | $6,644+52.4% | $8,070+25.5% | $4,296+135.8% |
| Admin fee / account holder | $5,492 | $7,941-30.8% | $12,998-57.7% | $6,918-20.6% |