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 | $155,090 | $102,317+51.6% | $146,958+5.5% | $80,856+91.8% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.2%-1.0pp | 67.6%+13.5pp |
| Annual return | 14.19% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,509 | $3,713-59.3% | $4,933-69.4% | $2,755-45.2% |
| Participant deferral / active EE | $6,852 | $6,644+3.1% | $8,070-15.1% | $4,296+59.5% |
| Admin fee / account holder | $20,417 | $7,941+157.1% | $12,998+57.1% | $6,918+195.1% |