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 | $117,565 | $133,922-12.2% | $116,228+1.2% | $142,382-17.4% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.6%+18.3pp | 80.1%+12.7pp |
| Annual return | 21.15% | 147.76%-126.6pp | 90.06%-68.9pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,784 | $3,446+9.8% | $2,994+26.4% | $4,299-12.0% |
| Participant deferral / active EE | $4,102 | $5,672-27.7% | $4,953-17.2% | $6,507-37.0% |
| Admin fee / account holder | $80,513 | $14,945+438.7% | $11,989+571.6% | $12,624+537.8% |