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 | $133,561 | $109,881+21.6% | $150,045-11.0% | $84,808+57.5% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 15.23% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,153 | $3,561-11.5% | $4,693-32.8% | $2,631+19.9% |
| Participant deferral / active EE | $7,856 | $6,636+18.4% | $7,997-1.8% | $4,212+86.5% |
| Admin fee / account holder | $14,173 | $8,568+65.4% | $13,435+5.5% | $7,344+93.0% |