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 | $132,185 | $100,773+31.2% | $88,946+48.6% | $142,382-7.2% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 13.71% | 70.18%-56.5pp | 57.82%-44.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $15,249 | $2,918+422.6% | $2,555+496.8% | $4,299+254.7% |
| Participant deferral / active EE | $10,878 | $5,230+108.0% | $4,581+137.4% | $6,507+67.2% |
| Admin fee / account holder | $2,799 | $9,693-71.1% | $8,261-66.1% | $12,624-77.8% |