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 | $135,335 | $89,355+51.5% | $141,162-4.1% | $72,985+85.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 26.52% | 111.85%-85.3pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $3,147 | $3,114+1.0% | $4,735-33.5% | $2,440+29.0% |
| Participant deferral / active EE | $7,804 | $5,418+44.0% | $6,709+16.3% | $3,607+116.3% |
| Admin fee / account holder | $5,633 | $5,958-5.5% | $10,261-45.1% | $5,124+9.9% |