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 | $133,679 | $177,572-24.7% | $154,803-13.6% | $142,382-6.1% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 12.20% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $6,847 | $4,810+42.3% | $4,305+59.0% | $4,299+59.3% |
| Participant deferral / active EE | $3,791 | $6,272-39.5% | $5,540-31.6% | $6,507-41.7% |
| Admin fee / account holder | $98,850 | $16,786+488.9% | $14,329+589.9% | $12,624+683.1% |