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 | $158,383 | $114,047+38.9% | $96,139+64.7% | $167,490-5.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 11.88% | 189.88%-178.0pp | 191.94%-180.1pp | 478.56%-466.7pp |
| Employer contribution / active EE | $583 | $3,427-83.0% | $2,797-79.2% | $4,837-88.0% |
| Participant deferral / active EE | $4,584 | $5,194-11.7% | $4,349+5.4% | $6,341-27.7% |
| Admin fee / account holder | $3,091 | $6,897-55.2% | $5,537-44.2% | $12,309-74.9% |