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 | $137,030 | $91,538+49.7% | $129,995+5.4% | $75,163+82.3% |
| Participation rate | 98.5% | 71.4%+27.1pp | 78.5%+20.0pp | 67.2%+31.3pp |
| Annual return | 17.18% | -631.11%+648.3pp | -137.18%+154.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $7,418 | $2,845+160.7% | $4,320+71.7% | $2,670+177.9% |
| Participant deferral / active EE | $5,807 | $4,341+33.8% | $5,820-0.2% | $4,125+40.8% |
| Admin fee / account holder | $4,330 | $6,790-36.2% | $10,614-59.2% | $5,651-23.4% |