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 | $137,335 | $125,758+9.2% | $169,993-19.2% | $75,163+82.7% |
| Participation rate | 89.2% | 83.6%+5.6pp | 87.0%+2.2pp | 67.2%+22.0pp |
| Annual return | 20.58% | 27.20%-6.6pp | 53.37%-32.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $5,188 | $4,615+12.4% | $6,785-23.5% | $2,670+94.3% |
| Participant deferral / active EE | $12,660 | $6,837+85.2% | $10,408+21.6% | $4,125+206.9% |
| Admin fee / account holder | $8,758 | $8,173+7.1% | $12,815-31.7% | $5,651+55.0% |