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 | $141,778 | $176,377-19.6% | $134,143+5.7% | $158,922-10.8% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.7pp | 82.0%-10.5pp |
| Annual return | 10.33% | 63.63%-53.3pp | 36.33%-26.0pp | 302.83%-292.5pp |
| Employer contribution / active EE | $8,900 | $5,040+76.6% | $3,704+140.3% | $4,761+86.9% |
| Participant deferral / active EE | $12,473 | $4,091+204.9% | $3,499+256.5% | $5,982+108.5% |
| Admin fee / account holder | $19,030 | $8,718+118.3% | $6,684+184.7% | $11,246+69.2% |