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 | $142,575 | $100,773+41.5% | $88,946+60.3% | $142,382+0.1% |
| Participation rate | 95.7% | 74.3%+21.4pp | 68.8%+26.8pp | 80.1%+15.5pp |
| Annual return | 13.09% | 70.18%-57.1pp | 57.82%-44.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,540 | $2,918-12.9% | $2,555-0.6% | $4,299-40.9% |
| Participant deferral / active EE | $4,050 | $5,230-22.6% | $4,581-11.6% | $6,507-37.8% |
| Admin fee / account holder | $1,588 | $9,693-83.6% | $8,261-80.8% | $12,624-87.4% |