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 | $132,692 | $112,096+18.4% | $95,952+38.3% | $158,922-16.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.09% | 171.09%-156.0pp | 91.61%-76.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $954 | $3,198-70.2% | $2,541-62.4% | $4,761-80.0% |
| Participant deferral / active EE | $1,857 | $4,784-61.2% | $4,167-55.4% | $5,982-69.0% |
| Admin fee / account holder | $750 | $10,130-92.6% | $6,795-89.0% | $11,246-93.3% |