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 | $131,238 | $86,286+52.1% | $111,297+17.9% | $85,850+52.9% |
| Participation rate | 97.6% | 73.3%+24.2pp | 77.3%+20.3pp | 69.3%+28.2pp |
| Annual return | 15.85% | 19.99%-4.1pp | 54.65%-38.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,198 | $2,043+56.5% | $2,731+17.1% | $2,565+24.7% |
| Participant deferral / active EE | $5,494 | $3,641+50.9% | $4,487+22.4% | $3,952+39.0% |
| Admin fee / account holder | $1,779 | $8,188-78.3% | $7,964-77.7% | $6,260-71.6% |