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 | $137,416 | $117,381+17.1% | $99,443+38.2% | $152,861-10.1% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.4%+6.4pp |
| Annual return | 20.12% | 31.87%-11.7pp | 30.72%-10.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,037 | $3,013+0.8% | $2,540+19.6% | $4,762-36.2% |
| Participant deferral / active EE | $6,486 | $4,086+58.7% | $3,619+79.2% | $5,850+10.9% |
| Admin fee / account holder | $490 | $7,631-93.6% | $6,250-92.2% | $11,596-95.8% |