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 | $137,821 | $93,571+47.3% | $135,903+1.4% | $75,163+83.4% |
| Participation rate | 88.4% | 75.2%+13.2pp | 81.9%+6.5pp | 67.2%+21.2pp |
| Annual return | 16.47% | 30.90%-14.4pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,274 | $3,537-35.7% | $4,856-53.2% | $2,670-14.8% |
| Participant deferral / active EE | $8,277 | $6,404+29.2% | $7,758+6.7% | $4,125+100.6% |
| Admin fee / account holder | $19,473 | $6,975+179.2% | $10,762+80.9% | $5,651+244.6% |