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 9-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 | $134,428 | $74,888+79.5% | $71,209+88.8% | $142,382-5.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 18.28% | 345.14%-326.9pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,024 | $2,854+41.0% | $2,721+47.9% | $4,299-6.4% |
| Participant deferral / active EE | $10,369 | $4,454+132.8% | $4,175+148.3% | $6,507+59.3% |
| Admin fee / account holder | $4,156 | $5,568-25.4% | $5,349-22.3% | $12,624-67.1% |