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 | $128,891 | $108,919+18.3% | $100,391+28.4% | $145,922-11.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.30% | 57.88%-44.6pp | 49.20%-35.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,083 | $4,419-30.2% | $3,942-21.8% | $4,660-33.8% |
| Participant deferral / active EE | $8,339 | $8,445-1.2% | $8,082+3.2% | $6,688+24.7% |
| Admin fee / account holder | $1,628 | $9,689-83.2% | $7,899-79.4% | $13,397-87.8% |