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 | $141,373 | $89,355+58.2% | $141,162+0.1% | $72,985+93.7% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 21.60% | 111.85%-90.3pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,636 | $3,114+16.7% | $4,735-23.2% | $2,440+49.0% |
| Participant deferral / active EE | $8,194 | $5,418+51.2% | $6,709+22.1% | $3,607+127.2% |
| Admin fee / account holder | $1,455 | $5,958-75.6% | $10,261-85.8% | $5,124-71.6% |