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 | $141,728 | $227,553-37.7% | $189,557-25.2% | $167,490-15.4% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 16.10% | 78.40%-62.3pp | 64.17%-48.1pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,910 | $5,316-45.3% | $4,412-34.1% | $4,837-39.8% |
| Participant deferral / active EE | $3,910 | $7,002-44.2% | $6,174-36.7% | $6,341-38.3% |
| Admin fee / account holder | $4,257 | $11,878-64.2% | $9,807-56.6% | $12,309-65.4% |