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 | $130,038 | $93,571+39.0% | $135,903-4.3% | $75,163+73.0% |
| Participation rate | 95.0% | 75.2%+19.8pp | 81.9%+13.1pp | 67.2%+27.8pp |
| Annual return | 17.85% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,642 | $3,537-53.6% | $4,856-66.2% | $2,670-38.5% |
| Participant deferral / active EE | $8,037 | $6,404+25.5% | $7,758+3.6% | $4,125+94.8% |
| Admin fee / account holder | $6,061 | $6,975-13.1% | $10,762-43.7% | $5,651+7.3% |