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 | $135,519 | $82,978+63.3% | $129,995+4.2% | $71,457+89.6% |
| Participation rate | 95.0% | 74.1%+21.0pp | 78.5%+16.6pp | 67.9%+27.1pp |
| Annual return | 14.16% | 20.60%-6.4pp | -137.18%+151.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,289 | $2,622-50.8% | $4,320-70.2% | $2,588-50.2% |
| Participant deferral / active EE | $5,310 | $4,432+19.8% | $5,820-8.8% | $4,289+23.8% |
| Admin fee / account holder | $3,326 | $1,729+92.4% | $10,614-68.7% | $1,587+109.5% |