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 | $139,708 | $137,414+1.7% | $189,513-26.3% | $85,850+62.7% |
| Participation rate | 88.2% | 84.6%+3.6pp | 87.8%+0.4pp | 69.3%+18.9pp |
| Annual return | 12.80% | 38.14%-25.3pp | 555.15%-542.4pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,356 | $4,344-22.8% | $6,162-45.5% | $2,565+30.8% |
| Participant deferral / active EE | $5,939 | $6,260-5.1% | $8,221-27.8% | $3,952+50.3% |
| Admin fee / account holder | $2,329 | $8,630-73.0% | $12,045-80.7% | $6,260-62.8% |