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 | $142,668 | $104,974+35.9% | $95,585+49.3% | $142,382+0.2% |
| Participation rate | 94.7% | 75.0%+19.8pp | 72.1%+22.7pp | 80.1%+14.6pp |
| Annual return | 12.19% | 210.33%-198.1pp | 38.56%-26.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,606 | $2,779+29.8% | $2,527+42.7% | $4,299-16.1% |
| Participant deferral / active EE | $8,508 | $4,352+95.5% | $4,023+111.5% | $6,507+30.8% |
| Admin fee / account holder | $27,144 | $6,386+325.0% | $6,127+343.0% | $12,624+115.0% |