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 | $132,907 | $106,890+24.3% | $84,015+58.2% | $152,861-13.1% |
| Participation rate | 92.3% | 75.2%+17.1pp | 69.0%+23.3pp | 82.4%+9.9pp |
| Annual return | 16.28% | 104.99%-88.7pp | 71.31%-55.0pp | 345.32%-329.0pp |
| Employer contribution / active EE | $761 | $2,734-72.2% | $1,983-61.6% | $4,762-84.0% |
| Participant deferral / active EE | $1,999 | $4,011-50.2% | $3,239-38.3% | $5,850-65.8% |
| Admin fee / account holder | $7,308 | $8,285-11.8% | $6,101+19.8% | $11,596-37.0% |