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 | $129,613 | $104,974+23.5% | $95,585+35.6% | $142,382-9.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 13.82% | 210.33%-196.5pp | 38.56%-24.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $721 | $2,779-74.1% | $2,527-71.5% | $4,299-83.2% |
| Participant deferral / active EE | $2,147 | $4,352-50.7% | $4,023-46.6% | $6,507-67.0% |
| Admin fee / account holder | $14,165 | $6,386+121.8% | $6,127+131.2% | $12,624+12.2% |