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 | $134,860 | $107,452+25.5% | $91,541+47.3% | $142,382-5.3% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 20.96% | 22.06%-1.1pp | 20.50%+0.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,259 | $2,994-24.6% | $2,505-9.8% | $4,299-47.5% |
| Participant deferral / active EE | $5,658 | $4,754+19.0% | $4,008+41.2% | $6,507-13.1% |
| Admin fee / account holder | $570 | $8,834-93.5% | $6,956-91.8% | $12,624-95.5% |