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 | $142,426 | $105,998+34.4% | $92,233+54.4% | $147,584-3.5% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 19.11% | 50.05%-30.9pp | 176.28%-157.2pp | 578.55%-559.4pp |
| Employer contribution / active EE | $735 | $4,333-83.0% | $3,679-80.0% | $4,876-84.9% |
| Participant deferral / active EE | $1,553 | $4,478-65.3% | $3,897-60.2% | $5,439-71.5% |
| Admin fee / account holder | $2,237 | $6,332-64.7% | $5,194-56.9% | $10,885-79.4% |