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 | $132,676 | $101,317+31.0% | $146,958-9.7% | $74,495+78.1% |
| Participation rate | 96.3% | 75.5%+20.8pp | 82.2%+14.1pp | 67.2%+29.1pp |
| Annual return | 19.54% | 8730.91%-8711.4pp | 418.34%-398.8pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $2,424 | $3,810-36.4% | $4,933-50.9% | $2,623-7.6% |
| Participant deferral / active EE | $5,476 | $7,303-25.0% | $8,070-32.1% | $4,346+26.0% |
| Admin fee / account holder | $7,213 | $1,739+314.8% | $12,998-44.5% | $1,942+271.5% |