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 | $133,776 | $137,414-2.6% | $189,513-29.4% | $85,850+55.8% |
| Participation rate | 87.2% | 84.6%+2.6pp | 87.8%-0.6pp | 69.3%+17.9pp |
| Annual return | 13.51% | 38.14%-24.6pp | 555.15%-541.6pp | 318.53%-305.0pp |
| Employer contribution / active EE | $4,343 | $4,3440% | $6,162-29.5% | $2,565+69.3% |
| Participant deferral / active EE | $5,357 | $6,260-14.4% | $8,221-34.8% | $3,952+35.6% |
| Admin fee / account holder | $8,425 | $8,630-2.4% | $12,045-30.1% | $6,260+34.6% |