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 | $136,220 | $91,538+48.8% | $129,995+4.8% | $75,163+81.2% |
| Participation rate | 82.2% | 71.4%+10.8pp | 78.5%+3.7pp | 67.2%+15.0pp |
| Annual return | 12.93% | -631.11%+644.0pp | -137.18%+150.1pp | 160.62%-147.7pp |
| Employer contribution / active EE | $3,740 | $2,845+31.4% | $4,320-13.4% | $2,670+40.1% |
| Participant deferral / active EE | $9,079 | $4,341+109.1% | $5,820+56.0% | $4,125+120.1% |
| Admin fee / account holder | $1,639 | $6,790-75.9% | $10,614-84.6% | $5,651-71.0% |