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 | $147,920 | $102,604+44.2% | $86,188+71.6% | $139,434+6.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 18.12% | 1922.51%-1904.4pp | 1168.45%-1150.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,486 | $3,032-51.0% | $2,380-37.6% | $4,751-68.7% |
| Participant deferral / active EE | $2,016 | $4,676-56.9% | $3,985-49.4% | $6,710-70.0% |
| Admin fee / account holder | $1,309 | $8,657-84.9% | $6,852-80.9% | $11,403-88.5% |