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 4-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 | $122,973 | $102,317+20.2% | $146,958-16.3% | $80,856+52.1% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 15.26% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,812 | $3,713+29.6% | $4,933-2.5% | $2,755+74.7% |
| Participant deferral / active EE | $11,578 | $6,644+74.3% | $8,070+43.5% | $4,296+169.5% |
| Admin fee / account holder | $5,729 | $7,941-27.9% | $12,998-55.9% | $6,918-17.2% |