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 | $128,781 | $107,334+20.0% | $92,893+38.6% | $152,861-15.8% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.4%+12.3pp |
| Annual return | 20.01% | 145.58%-125.6pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,500 | $4,221+6.6% | $3,653+23.2% | $4,762-5.5% |
| Participant deferral / active EE | $9,629 | $4,845+98.7% | $4,236+127.3% | $5,850+64.6% |
| Admin fee / account holder | $3,533 | $7,079-50.1% | $5,794-39.0% | $11,596-69.5% |