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 | $127,578 | $104,974+21.5% | $95,585+33.5% | $142,382-10.4% |
| Participation rate | 95.2% | 75.0%+20.3pp | 72.1%+23.2pp | 80.1%+15.1pp |
| Annual return | 15.34% | 210.33%-195.0pp | 38.56%-23.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,706 | $2,779-2.6% | $2,527+7.1% | $4,299-37.1% |
| Participant deferral / active EE | $8,751 | $4,352+101.1% | $4,023+117.5% | $6,507+34.5% |
| Admin fee / account holder | $31,755 | $6,386+397.2% | $6,127+418.2% | $12,624+151.5% |