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 | $130,366 | $98,750+32.0% | $149,696-12.9% | $79,858+63.2% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.6pp |
| Annual return | 27.54% | 27.43%+0.1pp | 276.60%-249.1pp | 31.71%-4.2pp |
| Employer contribution / active EE | $802 | $3,216-75.1% | $4,644-82.7% | $2,471-67.5% |
| Participant deferral / active EE | $5,428 | $5,680-4.4% | $6,842-20.7% | $3,740+45.1% |
| Admin fee / account holder | $12,460 | $6,053+105.9% | $9,309+33.9% | $5,306+134.8% |