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 | $158,084 | $102,317+54.5% | $146,958+7.6% | $80,856+95.5% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.2%0pp | 67.6%+14.5pp |
| Annual return | 18.34% | 134.76%-116.4pp | 418.34%-400.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $3,607 | $3,713-2.8% | $4,933-26.9% | $2,755+30.9% |
| Participant deferral / active EE | $9,983 | $6,644+50.3% | $8,070+23.7% | $4,296+132.4% |
| Admin fee / account holder | $17,633 | $7,941+122.0% | $12,998+35.7% | $6,918+154.9% |