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 | $135,607 | $93,571+44.9% | $135,903-0.2% | $75,163+80.4% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 16.75% | 30.90%-14.1pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,119 | $3,537-40.1% | $4,856-56.4% | $2,670-20.6% |
| Participant deferral / active EE | $10,946 | $6,404+70.9% | $7,758+41.1% | $4,125+165.4% |
| Admin fee / account holder | $1,856 | $6,975-73.4% | $10,762-82.8% | $5,651-67.2% |