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 9-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 | $158,081 | $137,414+15.0% | $189,513-16.6% | $85,850+84.1% |
| Participation rate | 94.3% | 84.6%+9.7pp | 87.8%+6.5pp | 69.3%+25.0pp |
| Annual return | 14.50% | 38.14%-23.6pp | 555.15%-540.7pp | 318.53%-304.0pp |
| Employer contribution / active EE | $4,666 | $4,344+7.4% | $6,162-24.3% | $2,565+81.9% |
| Participant deferral / active EE | $9,337 | $6,260+49.2% | $8,221+13.6% | $3,952+136.3% |
| Admin fee / account holder | $2,500 | $8,630-71.0% | $12,045-79.2% | $6,260-60.1% |