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 9-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 | $157,140 | $111,724+40.6% | $93,606+67.9% | $145,922+7.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 13.73% | 202.98%-189.3pp | 133.20%-119.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,687 | $3,090+19.3% | $2,420+52.4% | $4,660-20.9% |
| Participant deferral / active EE | $10,119 | $4,912+106.0% | $4,411+129.4% | $6,688+51.3% |
| Admin fee / account holder | $4,418 | $10,250-56.9% | $8,285-46.7% | $13,397-67.0% |