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 | $134,868 | $95,266+41.6% | $82,389+63.7% | $142,382-5.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 15.91% | 25.74%-9.8pp | 28.67%-12.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,911 | $2,991-36.1% | $2,517-24.1% | $4,299-55.5% |
| Participant deferral / active EE | $11,421 | $4,809+137.5% | $4,155+174.9% | $6,507+75.5% |
| Admin fee / account holder | $1,140 | $8,563-86.7% | $7,231-84.2% | $12,624-91.0% |