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 | $146,457 | $105,181+39.2% | $159,436-8.1% | $85,850+70.6% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.8%-5.4pp | 69.3%+8.2pp |
| Annual return | 16.94% | 45.07%-28.1pp | 263.57%-246.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $3,504 | $3,318+5.6% | $4,829-27.4% | $2,565+36.6% |
| Participant deferral / active EE | $8,143 | $5,945+37.0% | $7,352+10.8% | $3,952+106.1% |
| Admin fee / account holder | $5,353 | $6,933-22.8% | $10,799-50.4% | $6,260-14.5% |