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 | $139,883 | $123,793+13.0% | $177,821-21.3% | $79,858+75.2% |
| Participation rate | 87.9% | 84.7%+3.2pp | 87.7%+0.2pp | 69.6%+18.2pp |
| Annual return | 13.68% | 22.82%-9.1pp | 48.32%-34.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,411 | $4,095-41.1% | $5,918-59.3% | $2,471-2.4% |
| Participant deferral / active EE | $5,267 | $5,956-11.6% | $7,714-31.7% | $3,740+40.8% |
| Admin fee / account holder | $8,189 | $7,243+13.1% | $12,427-34.1% | $5,306+54.3% |