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 | $139,875 | $98,750+41.6% | $149,696-6.6% | $79,858+75.2% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 15.57% | 27.43%-11.9pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,174 | $3,216-32.4% | $4,644-53.2% | $2,471-12.0% |
| Participant deferral / active EE | $7,741 | $5,680+36.3% | $6,842+13.1% | $3,740+107.0% |
| Admin fee / account holder | $7,410 | $6,053+22.4% | $9,309-20.4% | $5,306+39.7% |