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 4-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 | $153,501 | $150,187+2.2% | $120,354+27.5% | $145,922+5.2% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 12.23% | 154.07%-141.8pp | 107.15%-94.9pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,742 | $4,348-59.9% | $3,463-49.7% | $4,660-62.6% |
| Participant deferral / active EE | $3,975 | $6,173-35.6% | $4,991-20.4% | $6,688-40.6% |
| Admin fee / account holder | $624 | $12,207-94.9% | $9,423-93.4% | $13,397-95.3% |