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 | $135,646 | $91,552+48.2% | $133,956+1.3% | $79,858+69.9% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.7pp |
| Annual return | 26.70% | 61.85%-35.1pp | 45.09%-18.4pp | 31.71%-5.0pp |
| Employer contribution / active EE | $808 | $2,384-66.1% | $3,919-79.4% | $2,471-67.3% |
| Participant deferral / active EE | $7,063 | $3,733+89.2% | $5,048+39.9% | $3,740+88.8% |
| Admin fee / account holder | $10,310 | $6,321+63.1% | $8,927+15.5% | $5,306+94.3% |