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 | $136,517 | $177,572-23.1% | $154,803-11.8% | $142,382-4.1% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 11.53% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $8,349 | $4,810+73.6% | $4,305+93.9% | $4,299+94.2% |
| Participant deferral / active EE | $10,723 | $6,272+71.0% | $5,540+93.5% | $6,507+64.8% |
| Admin fee / account holder | $85,394 | $16,786+408.7% | $14,329+495.9% | $12,624+576.5% |