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 | $138,082 | $112,096+23.2% | $95,952+43.9% | $158,922-13.1% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 11.13% | 171.09%-160.0pp | 91.61%-80.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $2,570 | $3,198-19.6% | $2,541+1.2% | $4,761-46.0% |
| Participant deferral / active EE | $7,872 | $4,784+64.6% | $4,167+88.9% | $5,982+31.6% |
| Admin fee / account holder | $67,096 | $10,130+562.3% | $6,795+887.4% | $11,246+496.6% |