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 | $143,336 | $98,750+45.2% | $149,696-4.2% | $79,858+79.5% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 12.94% | 27.43%-14.5pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,320 | $3,216-59.0% | $4,644-71.6% | $2,471-46.6% |
| Participant deferral / active EE | $6,280 | $5,680+10.6% | $6,842-8.2% | $3,740+67.9% |
| Admin fee / account holder | $2,226 | $6,053-63.2% | $9,309-76.1% | $5,306-58.0% |