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 | $114,535 | $114,381+0.1% | $107,525+6.5% | $142,382-19.6% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 13.25% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $12,540 | $4,015+212.4% | $3,754+234.1% | $4,299+191.7% |
| Participant deferral / active EE | $7,524 | $5,564+35.2% | $5,116+47.1% | $6,507+15.6% |
| Admin fee / account holder | $5,027 | $9,860-49.0% | $8,919-43.6% | $12,624-60.2% |