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 | $135,061 | $105,181+28.4% | $159,436-15.3% | $85,850+57.3% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.4pp |
| Annual return | 15.98% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $3,005 | $3,318-9.4% | $4,829-37.8% | $2,565+17.2% |
| Participant deferral / active EE | $9,756 | $5,945+64.1% | $7,352+32.7% | $3,952+146.9% |
| Admin fee / account holder | $5,806 | $6,933-16.3% | $10,799-46.2% | $6,260-7.2% |