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 | $129,931 | $103,376+25.7% | $87,100+49.2% | $152,861-15.0% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 19.83% | 28.10%-8.3pp | 28.19%-8.4pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,308 | $3,220-59.4% | $2,521-48.1% | $4,762-72.5% |
| Participant deferral / active EE | $2,962 | $4,778-38.0% | $4,049-26.8% | $5,850-49.4% |
| Admin fee / account holder | $2,800 | $12,205-77.1% | $7,497-62.6% | $11,596-75.9% |