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 | $131,510 | $103,376+27.2% | $87,100+51.0% | $152,861-14.0% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 20.89% | 28.10%-7.2pp | 28.19%-7.3pp | 345.32%-324.4pp |
| Employer contribution / active EE | $4,178 | $3,220+29.7% | $2,521+65.7% | $4,762-12.3% |
| Participant deferral / active EE | $10,038 | $4,778+110.1% | $4,049+147.9% | $5,850+71.6% |
| Admin fee / account holder | $23,100 | $12,205+89.3% | $7,497+208.1% | $11,596+99.2% |