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 | $142,886 | $227,553-37.2% | $189,557-24.6% | $167,490-14.7% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 18.98% | 78.40%-59.4pp | 64.17%-45.2pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,397 | $5,316-54.9% | $4,412-45.7% | $4,837-50.5% |
| Participant deferral / active EE | $7,696 | $7,002+9.9% | $6,174+24.7% | $6,341+21.4% |
| Admin fee / account holder | $4,307 | $11,878-63.7% | $9,807-56.1% | $12,309-65.0% |