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 | $152,411 | $102,317+49.0% | $146,958+3.7% | $80,856+88.5% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 18.37% | 134.76%-116.4pp | 418.34%-400.0pp | 35.59%-17.2pp |
| Employer contribution / active EE | $2,276 | $3,713-38.7% | $4,933-53.9% | $2,755-17.4% |
| Participant deferral / active EE | $8,192 | $6,644+23.3% | $8,070+1.5% | $4,296+90.7% |
| Admin fee / account holder | $555 | $7,941-93.0% | $12,998-95.7% | $6,918-92.0% |