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 | $134,012 | $64,839+106.7% | $95,585+40.2% | $84,808+58.0% |
| Participation rate | 79.1% | 63.8%+15.3pp | 72.1%+7.0pp | 68.3%+10.8pp |
| Annual return | 43.84% | -670.96%+714.8pp | 38.56%+5.3pp | 40.90%+2.9pp |
| Employer contribution / active EE | $4,188 | $1,759+138.1% | $2,527+65.7% | $2,631+59.2% |
| Participant deferral / active EE | $7,997 | $2,965+169.7% | $4,023+98.8% | $4,212+89.9% |
| Admin fee / account holder | $5,327 | $5,964-10.7% | $6,127-13.1% | $7,344-27.5% |