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 | $144,272 | $183,963-21.6% | $162,163-11.0% | $152,861-5.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 22.82% | 150.76%-127.9pp | 115.59%-92.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,052 | $6,371-52.1% | $5,614-45.6% | $4,762-35.9% |
| Participant deferral / active EE | $5,136 | $8,034-36.1% | $7,298-29.6% | $5,850-12.2% |
| Admin fee / account holder | $4,476 | $13,121-65.9% | $10,843-58.7% | $11,596-61.4% |