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 | $135,157 | $72,492+86.4% | $87,100+55.2% | $72,985+85.2% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.6pp | 69.5%+20.0pp |
| Annual return | 42.49% | 24.46%+18.0pp | 28.19%+14.3pp | 81.00%-38.5pp |
| Employer contribution / active EE | $2,134 | $1,894+12.7% | $2,521-15.4% | $2,440-12.5% |
| Participant deferral / active EE | $6,804 | $3,270+108.1% | $4,049+68.0% | $3,607+88.6% |
| Admin fee / account holder | $3,540 | $5,055-30.0% | $7,497-52.8% | $5,124-30.9% |