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 | $128,865 | $133,922-3.8% | $116,228+10.9% | $142,382-9.5% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.6%+13.7pp | 80.1%+8.1pp |
| Annual return | 10.42% | 147.76%-137.3pp | 90.06%-79.6pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,230 | $3,446-35.3% | $2,994-25.5% | $4,299-48.1% |
| Participant deferral / active EE | $8,618 | $5,672+51.9% | $4,953+74.0% | $6,507+32.4% |
| Admin fee / account holder | $24,085 | $14,945+61.2% | $11,989+100.9% | $12,624+90.8% |