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 | $152,361 | $91,538+66.4% | $129,995+17.2% | $75,163+102.7% |
| Participation rate | 88.5% | 71.4%+17.0pp | 78.5%+10.0pp | 67.2%+21.3pp |
| Annual return | 15.59% | -631.11%+646.7pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $4,072 | $2,845+43.1% | $4,320-5.7% | $2,670+52.5% |
| Participant deferral / active EE | $4,583 | $4,341+5.6% | $5,820-21.3% | $4,125+11.1% |
| Admin fee / account holder | $5,425 | $6,790-20.1% | $10,614-48.9% | $5,651-4.0% |