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 | $135,651 | $110,257+23.0% | $96,544+40.5% | $139,434-2.7% |
| Participation rate | 86.7% | 78.1%+8.6pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 12.26% | 26.32%-14.1pp | 25.84%-13.6pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,447 | $3,620-60.0% | $2,965-51.2% | $4,751-69.5% |
| Participant deferral / active EE | $10,012 | $5,548+80.5% | $4,851+106.4% | $6,710+49.2% |
| Admin fee / account holder | $41,359 | $11,591+256.8% | $8,252+401.2% | $11,403+262.7% |