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 | $146,263 | $115,770+26.3% | $101,248+44.5% | $158,922-8.0% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 16.04% | 56.14%-40.1pp | 46.47%-30.4pp | 302.83%-286.8pp |
| Employer contribution / active EE | $6,122 | $4,175+46.7% | $3,660+67.3% | $4,761+28.6% |
| Participant deferral / active EE | $4,209 | $4,957-15.1% | $4,370-3.7% | $5,982-29.6% |
| Admin fee / account holder | $3,072 | $7,245-57.6% | $5,945-48.3% | $11,246-72.7% |