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 | $141,719 | $109,982+28.9% | $97,226+45.8% | $145,922-2.9% |
| Participation rate | 84.6% | 75.9%+8.7pp | 72.7%+11.9pp | 80.3%+4.3pp |
| Annual return | 14.78% | 242.90%-228.1pp | 75.13%-60.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,428 | $3,084-21.3% | $2,729-11.0% | $4,660-47.9% |
| Participant deferral / active EE | $4,318 | $4,676-7.7% | $4,264+1.3% | $6,688-35.4% |
| Admin fee / account holder | $91,713 | $6,221+1374.4% | $5,654+1522.2% | $13,397+584.6% |