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 | $138,791 | $118,427+17.2% | $66,042+110.2% | $142,382-2.5% |
| Participation rate | 75.0% | 68.1%+6.9pp | 67.5%+7.5pp | 80.1%-5.1pp |
| Annual return | 11.07% | 35.57%-24.5pp | 52.11%-41.0pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,487 | $2,570-42.1% | $1,579-5.8% | $4,299-65.4% |
| Participant deferral / active EE | $9,410 | $4,311+118.3% | $2,835+231.9% | $6,507+44.6% |
| Admin fee / account holder | $1,593 | $9,593-83.4% | $5,747-72.3% | $12,624-87.4% |