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 | $147,328 | $107,334+37.3% | $92,893+58.6% | $152,861-3.6% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.0%+19.6pp | 82.4%+13.2pp |
| Annual return | 28.39% | 145.58%-117.2pp | 109.41%-81.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $3,741 | $4,221-11.4% | $3,653+2.4% | $4,762-21.4% |
| Participant deferral / active EE | $9,088 | $4,845+87.6% | $4,236+114.5% | $5,850+55.3% |
| Admin fee / account holder | $29,320 | $7,079+314.2% | $5,794+406.1% | $11,596+152.8% |