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 | $135,434 | $78,672+72.2% | $109,143+24.1% | $85,850+57.8% |
| Participation rate | 74.2% | 68.3%+5.9pp | 75.9%-1.7pp | 69.3%+4.9pp |
| Annual return | 20.23% | 25.09%-4.9pp | 25.75%-5.5pp | 318.53%-298.3pp |
| Employer contribution / active EE | $3,986 | $2,735+45.7% | $3,722+7.1% | $2,565+55.4% |
| Participant deferral / active EE | $5,245 | $3,467+51.3% | $4,653+12.7% | $3,952+32.7% |
| Admin fee / account holder | $4,557 | $5,469-16.7% | $6,752-32.5% | $6,260-27.2% |