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 | $139,662 | $100,773+38.6% | $88,946+57.0% | $142,382-1.9% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 13.60% | 70.18%-56.6pp | 57.82%-44.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,005 | $2,918-31.3% | $2,555-21.5% | $4,299-53.4% |
| Participant deferral / active EE | $4,800 | $5,230-8.2% | $4,581+4.8% | $6,507-26.2% |
| Admin fee / account holder | $15,437 | $9,693+59.3% | $8,261+86.9% | $12,624+22.3% |