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 | $145,016 | $105,181+37.9% | $159,436-9.0% | $85,850+68.9% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.8%+3.5pp | 69.3%+17.0pp |
| Annual return | 15.71% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $3,854 | $3,318+16.1% | $4,829-20.2% | $2,565+50.2% |
| Participant deferral / active EE | $8,294 | $5,945+39.5% | $7,352+12.8% | $3,952+109.9% |
| Admin fee / account holder | $18,869 | $6,933+172.1% | $10,799+74.7% | $6,260+201.4% |