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 | $153,631 | $105,181+46.1% | $159,436-3.6% | $85,850+79.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 14.39% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,306 | $3,318-30.5% | $4,829-52.3% | $2,565-10.1% |
| Participant deferral / active EE | $4,969 | $5,945-16.4% | $7,352-32.4% | $3,952+25.7% |
| Admin fee / account holder | $7,837 | $6,933+13.0% | $10,799-27.4% | $6,260+25.2% |