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 | $144,710 | $102,966+40.5% | $90,281+60.3% | $152,861-5.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 17.85% | 95.16%-77.3pp | 78.10%-60.3pp | 345.32%-327.5pp |
| Employer contribution / active EE | $4,034 | $3,139+28.5% | $2,854+41.3% | $4,762-15.3% |
| Participant deferral / active EE | $8,344 | $4,281+94.9% | $3,885+114.8% | $5,850+42.6% |
| Admin fee / account holder | $3,567 | $6,171-42.2% | $5,351-33.3% | $11,596-69.2% |