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 | $121,701 | $99,985+21.7% | $146,665-17.0% | $85,850+41.8% |
| Participation rate | 95.0% | 73.1%+21.9pp | 80.1%+14.9pp | 69.3%+25.7pp |
| Annual return | 14.62% | 18.93%-4.3pp | 22.74%-8.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,464 | $2,559-3.7% | $4,136-40.4% | $2,565-3.9% |
| Participant deferral / active EE | $4,366 | $4,006+9.0% | $5,506-20.7% | $3,952+10.5% |
| Admin fee / account holder | $12,061 | $7,702+56.6% | $10,280+17.3% | $6,260+92.7% |