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 4-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 | $144,923 | $111,724+29.7% | $93,606+54.8% | $145,922-0.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 9.74% | 202.98%-193.2pp | 133.20%-123.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,578 | $3,090-16.5% | $2,420+6.6% | $4,660-44.7% |
| Participant deferral / active EE | $6,420 | $4,912+30.7% | $4,411+45.5% | $6,688-4.0% |
| Admin fee / account holder | $3,505 | $10,250-65.8% | $8,285-57.7% | $13,397-73.8% |