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 | $154,369 | $112,096+37.7% | $95,952+60.9% | $158,922-2.9% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.3pp |
| Annual return | 18.92% | 171.09%-152.2pp | 91.61%-72.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,738 | $3,198-14.4% | $2,541+7.7% | $4,761-42.5% |
| Participant deferral / active EE | $6,126 | $4,784+28.0% | $4,167+47.0% | $5,982+2.4% |
| Admin fee / account holder | $1,244 | $10,130-87.7% | $6,795-81.7% | $11,246-88.9% |