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 | $142,020 | $121,625+16.8% | $104,607+35.8% | $158,922-10.6% |
| Participation rate | 91.7% | 77.5%+14.1pp | 74.1%+17.6pp | 82.0%+9.7pp |
| Annual return | 18.67% | 465.26%-446.6pp | 340.46%-321.8pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,486 | $3,163-53.0% | $2,681-44.6% | $4,761-68.8% |
| Participant deferral / active EE | $3,919 | $4,177-6.2% | $3,740+4.8% | $5,982-34.5% |
| Admin fee / account holder | $2,363 | $7,787-69.7% | $6,473-63.5% | $11,246-79.0% |