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 | $144,676 | $133,922+8.0% | $116,228+24.5% | $142,382+1.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 12.66% | 147.76%-135.1pp | 90.06%-77.4pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,433 | $3,446-58.4% | $2,994-52.1% | $4,299-66.7% |
| Participant deferral / active EE | $2,257 | $5,672-60.2% | $4,953-54.4% | $6,507-65.3% |
| Admin fee / account holder | $13,449 | $14,945-10.0% | $11,989+12.2% | $12,624+6.5% |