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 | $140,328 | $127,386+10.2% | $115,037+22.0% | $125,391+11.9% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 2.05% | 31.28%-29.2pp | 26.14%-24.1pp | 282.22%-280.2pp |
| Employer contribution / active EE | $4,477 | $5,166-13.3% | $4,608-2.8% | $4,866-8.0% |
| Participant deferral / active EE | $7,823 | $6,423+21.8% | $6,026+29.8% | $5,352+46.2% |
| Admin fee / account holder | $10,169 | $9,516+6.9% | $8,175+24.4% | $9,540+6.6% |