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 | $135,805 | $99,020+37.1% | $86,590+56.8% | $147,584-8.0% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 12.04% | 1312.34%-1300.3pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,980 | $3,132-4.9% | $2,839+4.9% | $4,876-38.9% |
| Participant deferral / active EE | $4,586 | $3,972+15.5% | $3,609+27.1% | $5,439-15.7% |
| Admin fee / account holder | $898 | $5,710-84.3% | $4,906-81.7% | $10,885-91.8% |