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 | $142,208 | $105,181+35.2% | $159,436-10.8% | $85,850+65.6% |
| Participation rate | 84.7% | 75.8%+9.0pp | 82.8%+1.9pp | 69.3%+15.4pp |
| Annual return | 15.74% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,689 | $5,945+12.5% | $7,352-9.0% | $3,952+69.3% |
| Admin fee / account holder | $386 | $6,933-94.4% | $10,799-96.4% | $6,260-93.8% |