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 | $136,805 | $91,538+49.5% | $129,995+5.2% | $75,163+82.0% |
| Participation rate | 91.3% | 71.4%+19.9pp | 78.5%+12.8pp | 67.2%+24.1pp |
| Annual return | 16.27% | -631.11%+647.4pp | -137.18%+153.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $802 | $2,845-71.8% | $4,320-81.4% | $2,670-70.0% |
| Participant deferral / active EE | $7,356 | $4,341+69.4% | $5,820+26.4% | $4,125+78.3% |
| Admin fee / account holder | $10,505 | $6,790+54.7% | $10,614-1.0% | $5,651+85.9% |