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 | $130,064 | $105,181+23.7% | $159,436-18.4% | $85,850+51.5% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.8%+12.0pp | 69.3%+25.6pp |
| Annual return | 15.96% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $3,596 | $3,318+8.4% | $4,829-25.5% | $2,565+40.2% |
| Participant deferral / active EE | $7,800 | $5,945+31.2% | $7,352+6.1% | $3,952+97.4% |
| Admin fee / account holder | $1,306 | $6,933-81.2% | $10,799-87.9% | $6,260-79.1% |