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 | $135,744 | $85,766+58.3% | $136,294-0.4% | $70,131+93.6% |
| Participation rate | 86.5% | 74.2%+12.3pp | 81.9%+4.6pp | 69.5%+16.9pp |
| Annual return | 17.66% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $664 | $2,966-77.6% | $4,695-85.9% | $2,342-71.7% |
| Participant deferral / active EE | $7,405 | $5,051+46.6% | $6,247+18.5% | $3,332+122.2% |
| Admin fee / account holder | $4,935 | $5,420-8.9% | $9,243-46.6% | $4,645+6.2% |