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 | $132,254 | $117,841+12.2% | $102,423+29.1% | $145,922-9.4% |
| Participation rate | 95.2% | 78.6%+16.7pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 17.67% | 31.65%-14.0pp | 29.32%-11.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,889 | $3,615-20.1% | $3,023-4.4% | $4,660-38.0% |
| Participant deferral / active EE | $8,428 | $5,731+47.1% | $5,053+66.8% | $6,688+26.0% |
| Admin fee / account holder | $1,719 | $13,326-87.1% | $9,451-81.8% | $13,397-87.2% |