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 | $142,756 | $115,770+23.3% | $101,248+41.0% | $158,922-10.2% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 19.08% | 56.14%-37.1pp | 46.47%-27.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,386 | $4,175-42.8% | $3,660-34.8% | $4,761-49.9% |
| Participant deferral / active EE | $6,718 | $4,957+35.5% | $4,370+53.7% | $5,982+12.3% |
| Admin fee / account holder | $535 | $7,245-92.6% | $5,945-91.0% | $11,246-95.2% |