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 | $151,267 | $95,561+58.3% | $77,163+96.0% | $139,434+8.5% |
| Participation rate | 91.7% | 73.9%+17.7pp | 69.6%+22.1pp | 80.3%+11.3pp |
| Annual return | 21.37% | 54.92%-33.5pp | 37.87%-16.5pp | 372.94%-351.6pp |
| Employer contribution / active EE | $4,261 | $3,147+35.4% | $2,535+68.1% | $4,751-10.3% |
| Participant deferral / active EE | $8,494 | $4,624+83.7% | $3,833+121.6% | $6,710+26.6% |
| Admin fee / account holder | $8,389 | $8,295+1.1% | $5,472+53.3% | $11,403-26.4% |