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 | $133,012 | $112,881+17.8% | $90,951+46.2% | $158,922-16.3% |
| Participation rate | 90.5% | 74.7%+15.7pp | 69.0%+21.5pp | 82.0%+8.5pp |
| Annual return | 18.09% | 215.79%-197.7pp | 134.60%-116.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,056 | $2,893-63.5% | $2,122-50.2% | $4,761-77.8% |
| Participant deferral / active EE | $3,171 | $4,128-23.2% | $3,373-6.0% | $5,982-47.0% |
| Admin fee / account holder | $3,021 | $8,041-62.4% | $5,959-49.3% | $11,246-73.1% |