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 | $126,643 | $93,571+35.3% | $135,903-6.8% | $75,163+68.5% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 18.26% | 30.90%-12.6pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,338 | $3,537-33.9% | $4,856-51.9% | $2,670-12.4% |
| Participant deferral / active EE | $4,369 | $6,404-31.8% | $7,758-43.7% | $4,125+5.9% |
| Admin fee / account holder | $624 | $6,975-91.1% | $10,762-94.2% | $5,651-89.0% |