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 5-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 | $136,048 | $102,317+33.0% | $146,958-7.4% | $80,856+68.3% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 17.51% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,367 | $3,713-36.3% | $4,933-52.0% | $2,755-14.1% |
| Participant deferral / active EE | $14,518 | $6,644+118.5% | $8,070+79.9% | $4,296+238.0% |
| Admin fee / account holder | $8,751 | $7,941+10.2% | $12,998-32.7% | $6,918+26.5% |