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 | $123,124 | $118,427+4.0% | $66,042+86.4% | $142,382-13.5% |
| Participation rate | 85.0% | 68.1%+16.9pp | 67.5%+17.5pp | 80.1%+4.9pp |
| Annual return | 15.43% | 35.57%-20.1pp | 52.11%-36.7pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,595 | $2,570+78.8% | $1,579+191.0% | $4,299+6.9% |
| Participant deferral / active EE | $6,076 | $4,311+40.9% | $2,835+114.3% | $6,507-6.6% |
| Admin fee / account holder | $42,713 | $9,593+345.2% | $5,747+643.2% | $12,624+238.4% |