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 9-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 | $151,989 | $74,888+103.0% | $71,209+113.4% | $142,382+6.7% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 15.14% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $6,001 | $2,854+110.2% | $2,721+120.5% | $4,299+39.6% |
| Participant deferral / active EE | $7,560 | $4,454+69.7% | $4,175+81.1% | $6,507+16.2% |
| Admin fee / account holder | $8,858 | $5,568+59.1% | $5,349+65.6% | $12,624-29.8% |