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 | $138,870 | $117,841+17.8% | $102,423+35.6% | $145,922-4.8% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 12.23% | 31.65%-19.4pp | 29.32%-17.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $9,428 | $3,615+160.8% | $3,023+211.9% | $4,660+102.3% |
| Participant deferral / active EE | $7,189 | $5,731+25.5% | $5,053+42.3% | $6,688+7.5% |
| Admin fee / account holder | $545 | $13,326-95.9% | $9,451-94.2% | $13,397-95.9% |