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 | $148,994 | $102,317+45.6% | $146,958+1.4% | $80,856+84.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 11.93% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $5,955 | $3,713+60.4% | $4,933+20.7% | $2,755+116.2% |
| Participant deferral / active EE | $5,654 | $6,644-14.9% | $8,070-29.9% | $4,296+31.6% |
| Admin fee / account holder | $10,422 | $7,941+31.2% | $12,998-19.8% | $6,918+50.7% |