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 | $131,459 | $152,587-13.8% | $125,175+5.0% | $152,861-14.0% |
| Participation rate | 94.7% | 83.3%+11.4pp | 79.8%+15.0pp | 82.4%+12.3pp |
| Annual return | 21.14% | 54.84%-33.7pp | 43.79%-22.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $4,212 | $4,946-14.8% | $3,865+9.0% | $4,762-11.6% |
| Participant deferral / active EE | $5,201 | $5,868-11.4% | $4,937+5.3% | $5,850-11.1% |
| Admin fee / account holder | $2,569 | $13,434-80.9% | $9,702-73.5% | $11,596-77.8% |