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 | $127,189 | $122,239+4.0% | $184,203-31.0% | $74,495+70.7% |
| Participation rate | 95.5% | 85.5%+10.1pp | 86.8%+8.7pp | 67.2%+28.3pp |
| Annual return | 17.83% | 19.95%-2.1pp | 28.81%-11.0pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $2,432 | $4,537-46.4% | $6,427-62.2% | $2,623-7.3% |
| Participant deferral / active EE | $7,594 | $7,139+6.4% | $9,131-16.8% | $4,346+74.7% |
| Admin fee / account holder | $4,535 | $1,260+260.0% | $13,901-67.4% | $1,942+133.5% |