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 | $139,380 | $91,552+52.2% | $133,956+4.0% | $79,858+74.5% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 14.62% | 61.85%-47.2pp | 45.09%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,057 | $2,384-55.6% | $3,919-73.0% | $2,471-57.2% |
| Participant deferral / active EE | $8,381 | $3,733+124.5% | $5,048+66.0% | $3,740+124.1% |
| Admin fee / account holder | $2,679 | $6,321-57.6% | $8,927-70.0% | $5,306-49.5% |