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 | $139,377 | $183,519-24.1% | $155,509-10.4% | $145,922-4.5% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 12.78% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $6,758 | $5,313+27.2% | $4,672+44.6% | $4,660+45.0% |
| Participant deferral / active EE | $5,204 | $6,462-19.5% | $5,626-7.5% | $6,688-22.2% |
| Admin fee / account holder | $112,896 | $19,313+484.6% | $15,912+609.5% | $13,397+742.7% |