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 | $134,315 | $108,172+24.2% | $77,482+73.3% | $158,922-15.5% |
| Participation rate | 81.8% | 64.4%+17.4pp | 54.2%+27.6pp | 82.0%-0.1pp |
| Annual return | 13.27% | 31.67%-18.4pp | 54.79%-41.5pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,194 | $1,325+65.6% | $986+122.4% | $4,761-53.9% |
| Participant deferral / active EE | $6,440 | $2,456+162.2% | $1,861+246.0% | $5,982+7.7% |
| Admin fee / account holder | $1,096 | $3,708-70.4% | $2,858-61.6% | $11,246-90.3% |