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 | $149,729 | $102,317+46.3% | $146,958+1.9% | $80,856+85.2% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.2%+8.5pp | 67.6%+23.1pp |
| Annual return | 24.55% | 134.76%-110.2pp | 418.34%-393.8pp | 35.59%-11.0pp |
| Employer contribution / active EE | $1,437 | $3,713-61.3% | $4,933-70.9% | $2,755-47.8% |
| Participant deferral / active EE | $7,521 | $6,644+13.2% | $8,070-6.8% | $4,296+75.1% |
| Admin fee / account holder | $3,383 | $7,941-57.4% | $12,998-74.0% | $6,918-51.1% |