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 | $154,005 | $105,181+46.4% | $159,436-3.4% | $85,850+79.4% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 17.31% | 45.07%-27.8pp | 263.57%-246.3pp | 318.53%-301.2pp |
| Employer contribution / active EE | $3,342 | $3,318+0.7% | $4,829-30.8% | $2,565+30.3% |
| Participant deferral / active EE | $8,348 | $5,945+40.4% | $7,352+13.5% | $3,952+111.2% |
| Admin fee / account holder | $2,299 | $6,933-66.8% | $10,799-78.7% | $6,260-63.3% |