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 9-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 | $129,033 | $117,983+9.4% | $101,794+26.8% | $142,382-9.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 19.81% | 36.92%-17.1pp | 30.53%-10.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,650 | $2,773+31.6% | $2,289+59.5% | $4,299-15.1% |
| Participant deferral / active EE | $5,779 | $4,714+22.6% | $4,084+41.5% | $6,507-11.2% |
| Admin fee / account holder | $5,531 | $10,433-47.0% | $8,777-37.0% | $12,624-56.2% |