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 | $145,971 | $107,334+36.0% | $92,893+57.1% | $152,861-4.5% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 22.85% | 145.58%-122.7pp | 109.41%-86.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $4,485 | $4,221+6.3% | $3,653+22.8% | $4,762-5.8% |
| Participant deferral / active EE | $11,948 | $4,845+146.6% | $4,236+182.0% | $5,850+104.2% |
| Admin fee / account holder | $4,918 | $7,079-30.5% | $5,794-15.1% | $11,596-57.6% |