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 | $145,712 | $115,770+25.9% | $101,248+43.9% | $158,922-8.3% |
| Participation rate | 95.8% | 79.4%+16.5pp | 75.8%+20.0pp | 82.0%+13.9pp |
| Annual return | 10.30% | 56.14%-45.8pp | 46.47%-36.2pp | 302.83%-292.5pp |
| Employer contribution / active EE | $3,672 | $4,175-12.0% | $3,660+0.3% | $4,761-22.9% |
| Participant deferral / active EE | $8,460 | $4,957+70.7% | $4,370+93.6% | $5,982+41.4% |
| Admin fee / account holder | $885 | $7,245-87.8% | $5,945-85.1% | $11,246-92.1% |