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 | $134,933 | $175,202-23.0% | $149,673-9.8% | $139,434-3.2% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 13.18% | 166.71%-153.5pp | 134.42%-121.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $16,167 | $5,474+195.3% | $4,818+235.6% | $4,751+240.3% |
| Participant deferral / active EE | $9,607 | $6,519+47.4% | $5,680+69.1% | $6,710+43.2% |
| Admin fee / account holder | $1,596 | $16,150-90.1% | $13,210-87.9% | $11,403-86.0% |