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 | $142,971 | $118,849+20.3% | $96,562+48.1% | $167,490-14.6% |
| Participation rate | 94.7% | 75.5%+19.3pp | 69.8%+24.9pp | 82.1%+12.6pp |
| Annual return | 14.09% | 50.49%-36.4pp | 37.78%-23.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,679 | $3,120-14.1% | $2,356+13.7% | $4,837-44.6% |
| Participant deferral / active EE | $6,584 | $4,616+42.6% | $3,849+71.1% | $6,341+3.8% |
| Admin fee / account holder | $8,514 | $8,065+5.6% | $6,181+37.7% | $12,309-30.8% |