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 | $128,507 | $85,766+49.8% | $136,294-5.7% | $70,131+83.2% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 17.74% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,046 | $2,966-64.7% | $4,695-77.7% | $2,342-55.3% |
| Participant deferral / active EE | $9,307 | $5,051+84.2% | $6,247+49.0% | $3,332+179.3% |
| Admin fee / account holder | $2,062 | $5,420-62.0% | $9,243-77.7% | $4,645-55.6% |