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 | $135,890 | $81,248+67.3% | $155,509-12.6% | $80,856+68.1% |
| Participation rate | 97.4% | 66.2%+31.2pp | 78.2%+19.3pp | 67.6%+29.8pp |
| Annual return | 12.95% | 33.31%-20.4pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,816 | $3,100-9.2% | $4,672-39.7% | $2,755+2.2% |
| Participant deferral / active EE | $2,166 | $3,452-37.2% | $5,626-61.5% | $4,296-49.6% |
| Admin fee / account holder | $800 | $7,997-90.0% | $15,912-95.0% | $6,918-88.4% |