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 | $136,563 | $176,377-22.6% | $134,143+1.8% | $158,922-14.1% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 13.67% | 63.63%-50.0pp | 36.33%-22.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $6,250 | $5,040+24.0% | $3,704+68.7% | $4,761+31.3% |
| Participant deferral / active EE | $0 | $4,091-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $45,565 | $8,718+422.7% | $6,684+581.7% | $11,246+305.2% |