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 | $143,754 | $133,922+7.3% | $116,228+23.7% | $142,382+1.0% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.6%+17.8pp | 80.1%+12.2pp |
| Annual return | 15.55% | 147.76%-132.2pp | 90.06%-74.5pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5,447 | $3,446+58.1% | $2,994+81.9% | $4,299+26.7% |
| Participant deferral / active EE | $11,530 | $5,672+103.3% | $4,953+132.8% | $6,507+77.2% |
| Admin fee / account holder | $24,479 | $14,945+63.8% | $11,989+104.2% | $12,624+93.9% |