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 | $148,496 | $104,475+42.1% | $159,436-6.9% | $79,386+87.1% |
| Participation rate | 90.3% | 76.6%+13.7pp | 82.8%+7.5pp | 70.7%+19.6pp |
| Annual return | 25.98% | 67.95%-42.0pp | 263.57%-237.6pp | 116.85%-90.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $8,399 | $6,467+29.9% | $7,352+14.2% | $4,046+107.6% |
| Admin fee / account holder | $14,639 | $711+1958.5% | $10,799+35.6% | $626+2236.9% |