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 | $147,637 | $102,317+44.3% | $146,958+0.5% | $80,856+82.6% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.2%+3.1pp | 67.6%+17.7pp |
| Annual return | 15.57% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,286 | $3,713+15.4% | $4,933-13.1% | $2,755+55.6% |
| Participant deferral / active EE | $12,736 | $6,644+91.7% | $8,070+57.8% | $4,296+196.5% |
| Admin fee / account holder | $5,903 | $7,941-25.7% | $12,998-54.6% | $6,918-14.7% |