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 | $142,348 | $98,750+44.2% | $149,696-4.9% | $79,858+78.3% |
| Participation rate | 81.0% | 75.8%+5.3pp | 82.5%-1.4pp | 69.6%+11.4pp |
| Annual return | 13.92% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,618 | $3,216-18.6% | $4,644-43.6% | $2,471+6.0% |
| Participant deferral / active EE | $10,825 | $5,680+90.6% | $6,842+58.2% | $3,740+189.4% |
| Admin fee / account holder | $9,529 | $6,053+57.4% | $9,309+2.4% | $5,306+79.6% |