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 | $137,090 | $100,773+36.0% | $88,946+54.1% | $142,382-3.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.79% | 70.18%-53.4pp | 57.82%-41.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,240 | $2,918+11.0% | $2,555+26.8% | $4,299-24.6% |
| Participant deferral / active EE | $7,615 | $5,230+45.6% | $4,581+66.2% | $6,507+17.0% |
| Admin fee / account holder | $5,408 | $9,693-44.2% | $8,261-34.5% | $12,624-57.2% |