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 | $132,609 | $97,757+35.7% | $83,848+58.2% | $135,375-2.0% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | 1.55% | 1287.37%-1285.8pp | 850.88%-849.3pp | 519.73%-518.2pp |
| Employer contribution / active EE | $2,016 | $4,222-52.2% | $3,631-44.5% | $4,779-57.8% |
| Participant deferral / active EE | $4,986 | $4,682+6.5% | $4,082+22.2% | $5,609-11.1% |
| Admin fee / account holder | $11,071 | $6,674+65.9% | $5,478+102.1% | $10,827+2.3% |