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 | $133,005 | $118,450+12.3% | $98,439+35.1% | $139,434-4.6% |
| Participation rate | 77.8% | 77.4%+0.3pp | 75.2%+2.6pp | 80.3%-2.5pp |
| Annual return | 18.80% | 18.94%-0.1pp | 21.16%-2.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,870 | $3,609-20.5% | $3,048-5.8% | $4,751-39.6% |
| Participant deferral / active EE | $9,111 | $5,392+69.0% | $4,738+92.3% | $6,710+35.8% |
| Admin fee / account holder | $7,461 | $14,026-46.8% | $8,948-16.6% | $11,403-34.6% |