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 | $150,654 | $105,998+42.1% | $92,233+63.3% | $147,584+2.1% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 18.23% | 50.05%-31.8pp | 176.28%-158.0pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,583 | $4,333-63.5% | $3,679-57.0% | $4,876-67.5% |
| Participant deferral / active EE | $2,343 | $4,478-47.7% | $3,897-39.9% | $5,439-56.9% |
| Admin fee / account holder | $17,233 | $6,332+172.2% | $5,194+231.8% | $10,885+58.3% |