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 | $138,771 | $99,877+38.9% | $84,966+63.3% | $145,922-4.9% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 12.84% | 83.76%-70.9pp | 66.38%-53.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,741 | $3,231-15.2% | $2,727+0.5% | $4,660-41.2% |
| Participant deferral / active EE | $4,914 | $5,291-7.1% | $4,519+8.7% | $6,688-26.5% |
| Admin fee / account holder | $461 | $7,248-93.6% | $6,149-92.5% | $13,397-96.6% |