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 | $138,932 | $102,317+35.8% | $146,958-5.5% | $80,856+71.8% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 13.24% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,771 | $3,713+1.6% | $4,933-23.6% | $2,755+36.9% |
| Participant deferral / active EE | $8,052 | $6,644+21.2% | $8,070-0.2% | $4,296+87.4% |
| Admin fee / account holder | $13,688 | $7,941+72.4% | $12,998+5.3% | $6,918+97.9% |