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 | $121,840 | $112,096+8.7% | $95,952+27.0% | $158,922-23.3% |
| Participation rate | 95.0% | 79.0%+16.0pp | 77.1%+17.9pp | 82.0%+13.0pp |
| Annual return | 15.28% | 171.09%-155.8pp | 91.61%-76.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $3,636 | $3,198+13.7% | $2,541+43.1% | $4,761-23.6% |
| Participant deferral / active EE | $10,891 | $4,784+127.7% | $4,167+161.4% | $5,982+82.1% |
| Admin fee / account holder | $3,418 | $10,130-66.3% | $6,795-49.7% | $11,246-69.6% |