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 | $131,832 | $98,750+33.5% | $149,696-11.9% | $79,858+65.1% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.5%-5.8pp | 69.6%+7.0pp |
| Annual return | 12.72% | 27.43%-14.7pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,949 | $3,216-39.4% | $4,644-58.0% | $2,471-21.1% |
| Participant deferral / active EE | $7,358 | $5,680+29.5% | $6,842+7.5% | $3,740+96.7% |
| Admin fee / account holder | $5,831 | $6,053-3.7% | $9,309-37.4% | $5,306+9.9% |