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 | $137,300 | $89,753+53.0% | $107,525+27.7% | $84,808+61.9% |
| Participation rate | 85.5% | 68.1%+17.4pp | 75.1%+10.4pp | 68.3%+17.2pp |
| Annual return | 13.96% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,851 | $3,113-8.4% | $3,754-24.0% | $2,631+8.4% |
| Participant deferral / active EE | $6,030 | $4,056+48.7% | $5,116+17.9% | $4,212+43.2% |
| Admin fee / account holder | $1,677 | $7,222-76.8% | $8,919-81.2% | $7,344-77.2% |