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 | $130,505 | $154,117-15.3% | $129,995+0.4% | $139,434-6.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 22.29% | 32.48%-10.2pp | -137.18%+159.5pp | 372.94%-350.6pp |
| Employer contribution / active EE | $6,265 | $5,289+18.5% | $4,320+45.0% | $4,751+31.9% |
| Participant deferral / active EE | $10,550 | $6,710+57.2% | $5,820+81.3% | $6,710+57.2% |
| Admin fee / account holder | $420 | $14,007-97.0% | $10,614-96.0% | $11,403-96.3% |