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 | $130,601 | $89,355+46.2% | $141,162-7.5% | $72,985+78.9% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.5%+5.4pp | 69.5%+18.4pp |
| Annual return | 24.35% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.7pp |
| Employer contribution / active EE | $3,087 | $3,114-0.9% | $4,735-34.8% | $2,440+26.5% |
| Participant deferral / active EE | $9,206 | $5,418+69.9% | $6,709+37.2% | $3,607+155.2% |
| Admin fee / account holder | $1,720 | $5,958-71.1% | $10,261-83.2% | $5,124-66.4% |