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 | $136,762 | $61,156+123.6% | $185,823-26.4% | $79,386+72.3% |
| Participation rate | 76.0% | 66.6%+9.3pp | 81.7%-5.7pp | 70.7%+5.3pp |
| Annual return | 17.84% | 19.45%-1.6pp | 122.05%-104.2pp | 116.85%-99.0pp |
| Employer contribution / active EE | $2,763 | $2,321+19.1% | $5,167-46.5% | $2,427+13.8% |
| Participant deferral / active EE | $9,075 | $2,789+225.4% | $5,568+63.0% | $4,046+124.3% |
| Admin fee / account holder | $5,973 | $710+741.7% | $16,237-63.2% | $626+853.4% |