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 | $137,718 | $124,319+10.8% | $111,297+23.7% | $167,490-17.8% |
| Participation rate | 95.2% | 79.6%+15.6pp | 77.3%+17.9pp | 82.1%+13.1pp |
| Annual return | 16.56% | 37.44%-20.9pp | 54.65%-38.1pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,074 | $3,435-10.5% | $2,731+12.6% | $4,837-36.4% |
| Participant deferral / active EE | $9,135 | $5,180+76.3% | $4,487+103.6% | $6,341+44.1% |
| Admin fee / account holder | $64,803 | $10,618+510.3% | $7,964+713.7% | $12,309+426.5% |