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 | $140,133 | $89,355+56.8% | $141,162-0.7% | $72,985+92.0% |
| Participation rate | 87.7% | 75.1%+12.6pp | 82.5%+5.2pp | 69.5%+18.2pp |
| Annual return | 19.70% | 111.85%-92.1pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,726 | $3,114-44.6% | $4,735-63.5% | $2,440-29.3% |
| Participant deferral / active EE | $8,010 | $5,418+47.8% | $6,709+19.4% | $3,607+122.0% |
| Admin fee / account holder | $16,151 | $5,958+171.1% | $10,261+57.4% | $5,124+215.2% |