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 4-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 | $128,595 | $117,983+9.0% | $101,794+26.3% | $142,382-9.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.96% | 36.92%-16.0pp | 30.53%-9.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $645 | $2,773-76.7% | $2,289-71.8% | $4,299-85.0% |
| Participant deferral / active EE | $18,227 | $4,714+286.7% | $4,084+346.3% | $6,507+180.1% |
| Admin fee / account holder | $3,352 | $10,433-67.9% | $8,777-61.8% | $12,624-73.4% |