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 | $134,981 | $91,538+47.5% | $129,995+3.8% | $75,163+79.6% |
| Participation rate | 93.9% | 71.4%+22.5pp | 78.5%+15.5pp | 67.2%+26.7pp |
| Annual return | 16.39% | -631.11%+647.5pp | -137.18%+153.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,361 | $2,845-17.0% | $4,320-45.3% | $2,670-11.5% |
| Participant deferral / active EE | $10,589 | $4,341+143.9% | $5,820+81.9% | $4,125+156.7% |
| Admin fee / account holder | $26,994 | $6,790+297.5% | $10,614+154.3% | $5,651+377.7% |