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 | $139,057 | $124,319+11.9% | $111,297+24.9% | $167,490-17.0% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 15.95% | 37.44%-21.5pp | 54.65%-38.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,319 | $3,435-61.6% | $2,731-51.7% | $4,837-72.7% |
| Participant deferral / active EE | $8,253 | $5,180+59.3% | $4,487+83.9% | $6,341+30.2% |
| Admin fee / account holder | $2,552 | $10,618-76.0% | $7,964-68.0% | $12,309-79.3% |