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 | $138,446 | $62,672+120.9% | $185,117-25.2% | $70,131+97.4% |
| Participation rate | 91.2% | 63.8%+27.4pp | 77.3%+13.9pp | 69.5%+21.6pp |
| Annual return | 21.49% | 40.79%-19.3pp | 40.50%-19.0pp | 73.14%-51.6pp |
| Employer contribution / active EE | $1,871 | $1,753+6.7% | $4,182-55.3% | $2,342-20.1% |
| Participant deferral / active EE | $8,500 | $3,272+159.8% | $5,045+68.5% | $3,332+155.1% |
| Admin fee / account holder | $3,298 | $3,932-16.1% | $8,159-59.6% | $4,645-29.0% |