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 | $146,282 | $100,773+45.2% | $88,946+64.5% | $142,382+2.7% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 13.52% | 70.18%-56.7pp | 57.82%-44.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $7,108 | $2,918+143.6% | $2,555+178.2% | $4,299+65.3% |
| Participant deferral / active EE | $6,147 | $5,230+17.5% | $4,581+34.2% | $6,507-5.5% |
| Admin fee / account holder | $4,191 | $9,693-56.8% | $8,261-49.3% | $12,624-66.8% |