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 | $130,981 | $115,770+13.1% | $101,248+29.4% | $158,922-17.6% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 12.60% | 56.14%-43.5pp | 46.47%-33.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $3,967 | $4,175-5.0% | $3,660+8.4% | $4,761-16.7% |
| Participant deferral / active EE | $10,463 | $4,957+111.1% | $4,370+139.4% | $5,982+74.9% |
| Admin fee / account holder | $13,271 | $7,245+83.2% | $5,945+123.2% | $11,246+18.0% |