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 | $136,402 | $69,207+97.1% | $64,056+112.9% | $139,434-2.2% |
| Participation rate | 84.2% | 75.6%+8.6pp | 72.3%+11.9pp | 80.3%+3.9pp |
| Annual return | 21.75% | 45.88%-24.1pp | 33.69%-11.9pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,806 | $3,182-43.2% | $2,747-34.2% | $4,751-62.0% |
| Participant deferral / active EE | $5,641 | $4,682+20.5% | $3,880+45.4% | $6,710-15.9% |
| Admin fee / account holder | $4,180 | $4,244-1.5% | $3,068+36.3% | $11,403-63.3% |