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 | $124,107 | $114,381+8.5% | $107,525+15.4% | $142,382-12.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 14.14% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $8,439 | $4,015+110.2% | $3,754+124.8% | $4,299+96.3% |
| Participant deferral / active EE | $22,503 | $5,564+304.4% | $5,116+339.9% | $6,507+245.8% |
| Admin fee / account holder | $82,725 | $9,860+739.0% | $8,919+827.5% | $12,624+555.3% |