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 | $130,111 | $99,985+30.1% | $146,665-11.3% | $85,850+51.6% |
| Participation rate | 97.6% | 73.1%+24.5pp | 80.1%+17.5pp | 69.3%+28.3pp |
| Annual return | 13.34% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,546 | $2,559-0.5% | $4,136-38.4% | $2,565-0.7% |
| Participant deferral / active EE | $3,493 | $4,006-12.8% | $5,506-36.6% | $3,952-11.6% |
| Admin fee / account holder | $12,253 | $7,702+59.1% | $10,280+19.2% | $6,260+95.7% |