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 | $146,632 | $102,317+43.3% | $146,958-0.2% | $80,856+81.3% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.2%+3.1pp | 67.6%+17.7pp |
| Annual return | 12.25% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,514 | $6,644+43.2% | $8,070+17.9% | $4,296+121.5% |
| Admin fee / account holder | $33,349 | $7,941+319.9% | $12,998+156.6% | $6,918+382.1% |