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 | $141,028 | $95,266+48.0% | $82,389+71.2% | $142,382-1.0% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.5%+12.3pp | 80.1%+1.7pp |
| Annual return | 14.99% | 25.74%-10.7pp | 28.67%-13.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,289 | $2,991-23.5% | $2,517-9.1% | $4,299-46.8% |
| Participant deferral / active EE | $6,809 | $4,809+41.6% | $4,155+63.9% | $6,507+4.6% |
| Admin fee / account holder | $7,288 | $8,563-14.9% | $7,231+0.8% | $12,624-42.3% |