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 | $151,695 | $159,901-5.1% | $146,958+3.2% | $145,922+4.0% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 14.12% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,415 | $5,286-73.2% | $4,933-71.3% | $4,660-69.6% |
| Participant deferral / active EE | $2,586 | $8,428-69.3% | $8,070-68.0% | $6,688-61.3% |
| Admin fee / account holder | $36,626 | $15,044+143.5% | $12,998+181.8% | $13,397+173.4% |