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 | $154,788 | $102,317+51.3% | $146,958+5.3% | $80,856+91.4% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 14.94% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $8,300 | $3,713+123.5% | $4,933+68.3% | $2,755+201.3% |
| Participant deferral / active EE | $7,980 | $6,644+20.1% | $8,070-1.1% | $4,296+85.8% |
| Admin fee / account holder | $6,587 | $7,941-17.1% | $12,998-49.3% | $6,918-4.8% |