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 | $137,226 | $103,376+32.7% | $87,100+57.5% | $152,861-10.2% |
| Participation rate | 95.7% | 79.3%+16.3pp | 76.9%+18.8pp | 82.4%+13.2pp |
| Annual return | 19.16% | 28.10%-8.9pp | 28.19%-9.0pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,486 | $3,220-22.8% | $2,521-1.4% | $4,762-47.8% |
| Participant deferral / active EE | $4,927 | $4,778+3.1% | $4,049+21.7% | $5,850-15.8% |
| Admin fee / account holder | $940 | $12,205-92.3% | $7,497-87.5% | $11,596-91.9% |