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 8-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 | $150,782 | $158,398-4.8% | $126,539+19.2% | $142,382+5.9% |
| Participation rate | 89.5% | 75.8%+13.7pp | 69.8%+19.7pp | 80.1%+9.4pp |
| Annual return | 16.86% | 593.76%-576.9pp | 425.95%-409.1pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,993 | $4,650-35.6% | $3,674-18.5% | $4,299-30.4% |
| Participant deferral / active EE | $15,246 | $4,767+219.8% | $4,083+273.4% | $6,507+134.3% |
| Admin fee / account holder | $3,570 | $6,918-48.4% | $6,065-41.1% | $12,624-71.7% |