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 | $156,575 | $210,648-25.7% | $177,989-12.0% | $145,922+7.3% |
| Participation rate | 95.7% | 80.8%+14.9pp | 77.1%+18.6pp | 80.3%+15.4pp |
| Annual return | 9.92% | 385.86%-375.9pp | 294.48%-284.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,380 | $4,565-25.9% | $3,949-14.4% | $4,660-27.5% |
| Participant deferral / active EE | $12,006 | $6,958+72.6% | $6,276+91.3% | $6,688+79.5% |
| Admin fee / account holder | $26,484 | $12,013+120.5% | $10,363+155.6% | $13,397+97.7% |