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 | $133,555 | $99,985+33.6% | $146,665-8.9% | $85,850+55.6% |
| Participation rate | 92.2% | 73.1%+19.2pp | 80.1%+12.1pp | 69.3%+22.9pp |
| Annual return | 16.26% | 18.93%-2.7pp | 22.74%-6.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $793 | $2,559-69.0% | $4,136-80.8% | $2,565-69.1% |
| Participant deferral / active EE | $5,457 | $4,006+36.2% | $5,506-0.9% | $3,952+38.1% |
| Admin fee / account holder | $9,804 | $7,702+27.3% | $10,280-4.6% | $6,260+56.6% |