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 | $153,335 | $108,919+40.8% | $100,391+52.7% | $145,922+5.1% |
| Participation rate | 73.3% | 82.9%-9.6pp | 81.5%-8.1pp | 80.3%-6.9pp |
| Annual return | 14.38% | 57.88%-43.5pp | 49.20%-34.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,760 | $8,445+3.7% | $8,082+8.4% | $6,688+31.0% |
| Admin fee / account holder | $1,963 | $9,689-79.7% | $7,899-75.2% | $13,397-85.4% |