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 | $120,325 | $74,888+60.7% | $71,209+69.0% | $142,382-15.5% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.1%+11.2pp |
| Annual return | 18.20% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,564 | $2,854-10.2% | $2,721-5.8% | $4,299-40.4% |
| Participant deferral / active EE | $9,347 | $4,454+109.8% | $4,175+123.9% | $6,507+43.6% |
| Admin fee / account holder | $26,463 | $5,568+375.2% | $5,349+394.7% | $12,624+109.6% |