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 | $136,945 | $81,474+68.1% | $133,956+2.2% | $73,488+86.3% |
| Participation rate | 92.5% | 76.4%+16.2pp | 79.8%+12.7pp | 70.7%+21.8pp |
| Annual return | 18.76% | 19.40%-0.6pp | 45.09%-26.3pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,375 | $2,209-37.8% | $3,919-64.9% | $2,270-39.4% |
| Participant deferral / active EE | $4,439 | $3,786+17.2% | $5,048-12.1% | $3,740+18.7% |
| Admin fee / account holder | $7,967 | $713+1017.3% | $8,927-10.8% | $513+1452.9% |