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 | $134,292 | $118,849+13.0% | $96,562+39.1% | $167,490-19.8% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.9pp | 82.1%+9.6pp |
| Annual return | 16.72% | 50.49%-33.8pp | 37.78%-21.1pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,973 | $3,120-36.7% | $2,356-16.3% | $4,837-59.2% |
| Participant deferral / active EE | $4,598 | $4,616-0.4% | $3,849+19.5% | $6,341-27.5% |
| Admin fee / account holder | $4,394 | $8,065-45.5% | $6,181-28.9% | $12,309-64.3% |