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 | $132,559 | $125,758+5.4% | $169,993-22.0% | $75,163+76.4% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.0%+11.8pp | 67.2%+31.6pp |
| Annual return | 18.34% | 27.20%-8.9pp | 53.37%-35.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,631 | $4,615-21.3% | $6,785-46.5% | $2,670+36.0% |
| Participant deferral / active EE | $10,956 | $6,837+60.2% | $10,408+5.3% | $4,125+165.6% |
| Admin fee / account holder | $16,966 | $8,173+107.6% | $12,815+32.4% | $5,651+200.2% |