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 | $144,826 | $98,750+46.7% | $149,696-3.3% | $79,858+81.4% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 18.17% | 27.43%-9.3pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,309 | $3,216+2.9% | $4,644-28.7% | $2,471+33.9% |
| Participant deferral / active EE | $8,282 | $5,680+45.8% | $6,842+21.0% | $3,740+121.4% |
| Admin fee / account holder | $3,224 | $6,053-46.7% | $9,309-65.4% | $5,306-39.2% |