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 | $134,970 | $108,172+24.8% | $77,482+74.2% | $158,922-15.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 24.48% | 31.67%-7.2pp | 54.79%-30.3pp | 302.83%-278.3pp |
| Employer contribution / active EE | $3,310 | $1,325+149.8% | $986+235.5% | $4,761-30.5% |
| Participant deferral / active EE | $8,609 | $2,456+250.5% | $1,861+362.6% | $5,982+43.9% |
| Admin fee / account holder | $2,741 | $3,708-26.1% | $2,858-4.1% | $11,246-75.6% |