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 | $134,049 | $115,770+15.8% | $101,248+32.4% | $158,922-15.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 16.78% | 56.14%-39.4pp | 46.47%-29.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,306 | $4,175-44.8% | $3,660-37.0% | $4,761-51.6% |
| Participant deferral / active EE | $5,020 | $4,957+1.3% | $4,370+14.9% | $5,982-16.1% |
| Admin fee / account holder | $2,724 | $7,245-62.4% | $5,945-54.2% | $11,246-75.8% |