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 | $141,034 | $117,983+19.5% | $101,794+38.5% | $142,382-0.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.67% | 36.92%-20.2pp | 30.53%-13.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,518 | $2,773-45.2% | $2,289-33.7% | $4,299-64.7% |
| Participant deferral / active EE | $4,479 | $4,714-5.0% | $4,084+9.7% | $6,507-31.2% |
| Admin fee / account holder | $1,758 | $10,433-83.2% | $8,777-80.0% | $12,624-86.1% |