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 | $133,724 | $79,171+68.9% | $102,423+30.6% | $74,495+79.5% |
| Participation rate | 98.4% | 74.8%+23.6pp | 76.5%+21.9pp | 67.2%+31.2pp |
| Annual return | 13.98% | 54.93%-41.0pp | 29.32%-15.3pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,742 | $2,362+16.1% | $3,023-9.3% | $2,623+4.5% |
| Participant deferral / active EE | $4,846 | $4,415+9.8% | $5,053-4.1% | $4,346+11.5% |
| Admin fee / account holder | $813 | $2,001-59.4% | $9,451-91.4% | $1,942-58.1% |