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 | $142,666 | $102,317+39.4% | $146,958-2.9% | $80,856+76.4% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.8pp | 67.6%+23.3pp |
| Annual return | 17.25% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $4,070 | $3,713+9.6% | $4,933-17.5% | $2,755+47.7% |
| Participant deferral / active EE | $7,679 | $6,644+15.6% | $8,070-4.8% | $4,296+78.8% |
| Admin fee / account holder | $13,287 | $7,941+67.3% | $12,998+2.2% | $6,918+92.1% |