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 | $125,120 | $117,841+6.2% | $102,423+22.2% | $145,922-14.3% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 10.36% | 31.65%-21.3pp | 29.32%-19.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,146 | $3,615-13.0% | $3,023+4.1% | $4,660-32.5% |
| Participant deferral / active EE | $11,782 | $5,731+105.6% | $5,053+133.2% | $6,688+76.2% |
| Admin fee / account holder | $1,124 | $13,326-91.6% | $9,451-88.1% | $13,397-91.6% |