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 8-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 | $148,392 | $154,117-3.7% | $129,995+14.2% | $139,434+6.4% |
| Participation rate | 95.2% | 82.0%+13.3pp | 78.5%+16.8pp | 80.3%+14.9pp |
| Annual return | 12.26% | 32.48%-20.2pp | -137.18%+149.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $10,150 | $5,289+91.9% | $4,320+135.0% | $4,751+113.7% |
| Participant deferral / active EE | $7,195 | $6,710+7.2% | $5,820+23.6% | $6,710+7.2% |
| Admin fee / account holder | $63,423 | $14,007+352.8% | $10,614+497.5% | $11,403+456.2% |