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 | $134,530 | $123,793+8.7% | $177,821-24.3% | $79,858+68.5% |
| Participation rate | 96.3% | 84.7%+11.6pp | 87.7%+8.6pp | 69.6%+26.7pp |
| Annual return | 64.90% | 22.82%+42.1pp | 48.32%+16.6pp | 31.71%+33.2pp |
| Employer contribution / active EE | $3,063 | $4,095-25.2% | $5,918-48.3% | $2,471+24.0% |
| Participant deferral / active EE | $3,990 | $5,956-33.0% | $7,714-48.3% | $3,740+6.7% |
| Admin fee / account holder | $4,465 | $7,243-38.4% | $12,427-64.1% | $5,306-15.9% |