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 | $132,253 | $93,571+41.3% | $135,903-2.7% | $75,163+76.0% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 22.56% | 30.90%-8.3pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $5,009 | $3,537+41.6% | $4,856+3.1% | $2,670+87.6% |
| Participant deferral / active EE | $8,254 | $6,404+28.9% | $7,758+6.4% | $4,125+100.1% |
| Admin fee / account holder | $6,073 | $6,975-12.9% | $10,762-43.6% | $5,651+7.5% |