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 | $131,406 | $157,256-16.4% | $141,162-6.9% | $152,861-14.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 31.07% | 64.32%-33.3pp | 71.39%-40.3pp | 345.32%-314.2pp |
| Employer contribution / active EE | $18,003 | $5,261+242.2% | $4,735+280.2% | $4,762+278.0% |
| Participant deferral / active EE | $9,159 | $7,109+28.8% | $6,709+36.5% | $5,850+56.6% |
| Admin fee / account holder | $466 | $12,120-96.2% | $10,261-95.5% | $11,596-96.0% |