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 | $141,554 | $112,096+26.3% | $95,952+47.5% | $158,922-10.9% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 14.33% | 171.09%-156.8pp | 91.61%-77.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,198 | $3,198-62.5% | $2,541-52.8% | $4,761-74.8% |
| Participant deferral / active EE | $4,826 | $4,784+0.9% | $4,167+15.8% | $5,982-19.3% |
| Admin fee / account holder | $31,702 | $10,130+212.9% | $6,795+366.5% | $11,246+181.9% |