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 9-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 | $134,820 | $114,381+17.9% | $107,525+25.4% | $142,382-5.3% |
| Participation rate | 87.0% | 78.1%+8.8pp | 75.1%+11.9pp | 80.1%+6.8pp |
| Annual return | 16.65% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $10,614 | $4,015+164.4% | $3,754+182.8% | $4,299+146.9% |
| Participant deferral / active EE | $9,253 | $5,564+66.3% | $5,116+80.9% | $6,507+42.2% |
| Admin fee / account holder | $5,640 | $9,860-42.8% | $8,919-36.8% | $12,624-55.3% |