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 | $131,119 | $102,317+28.2% | $146,958-10.8% | $80,856+62.2% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.2%+13.7pp | 67.6%+28.2pp |
| Annual return | 17.08% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,667 | $3,713-1.2% | $4,933-25.7% | $2,755+33.1% |
| Participant deferral / active EE | $11,145 | $6,644+67.8% | $8,070+38.1% | $4,296+159.4% |
| Admin fee / account holder | $10,085 | $7,941+27.0% | $12,998-22.4% | $6,918+45.8% |