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 | $134,150 | $91,190+47.1% | $178,490-24.8% | $79,858+68.0% |
| Participation rate | 84.6% | 69.2%+15.4pp | 81.9%+2.7pp | 69.6%+15.0pp |
| Annual return | 14.83% | 24.19%-9.4pp | 151.07%-136.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,175 | $3,256-2.5% | $5,011-36.6% | $2,471+28.5% |
| Participant deferral / active EE | $4,082 | $3,236+26.1% | $5,202-21.5% | $3,740+9.2% |
| Admin fee / account holder | $5,097 | $6,751-24.5% | $13,984-63.6% | $5,306-3.9% |