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 | $149,508 | $102,317+46.1% | $146,958+1.7% | $80,856+84.9% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 15.73% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $5,390 | $3,713+45.2% | $4,933+9.3% | $2,755+95.7% |
| Participant deferral / active EE | $9,018 | $6,644+35.7% | $8,070+11.7% | $4,296+109.9% |
| Admin fee / account holder | $6,562 | $7,941-17.4% | $12,998-49.5% | $6,918-5.1% |