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 | $146,092 | $183,519-20.4% | $155,509-6.1% | $145,922+0.1% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 18.53% | 61.17%-42.6pp | 64.67%-46.1pp | 561.29%-542.8pp |
| Employer contribution / active EE | $7,217 | $5,313+35.8% | $4,672+54.5% | $4,660+54.9% |
| Participant deferral / active EE | $5,199 | $6,462-19.5% | $5,626-7.6% | $6,688-22.3% |
| Admin fee / account holder | $4,424 | $19,313-77.1% | $15,912-72.2% | $13,397-67.0% |