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 | $158,440 | $109,982+44.1% | $97,226+63.0% | $145,922+8.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 15.81% | 242.90%-227.1pp | 75.13%-59.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,395 | $3,084-54.8% | $2,729-48.9% | $4,660-70.1% |
| Participant deferral / active EE | $3,090 | $4,676-33.9% | $4,264-27.5% | $6,688-53.8% |
| Admin fee / account holder | $1,709 | $6,221-72.5% | $5,654-69.8% | $13,397-87.2% |