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 | $137,433 | $99,652+37.9% | $78,778+74.5% | $147,584-6.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 13.17% | 47.28%-34.1pp | 35.62%-22.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,550 | $2,796-44.5% | $1,986-21.9% | $4,876-68.2% |
| Participant deferral / active EE | $3,128 | $3,664-14.6% | $2,958+5.7% | $5,439-42.5% |
| Admin fee / account holder | $3,433 | $7,155-52.0% | $5,134-33.1% | $10,885-68.5% |