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 | $137,308 | $104,974+30.8% | $95,585+43.6% | $142,382-3.6% |
| Participation rate | 73.3% | 75.0%-1.6pp | 72.1%+1.3pp | 80.1%-6.8pp |
| Annual return | 29.06% | 210.33%-181.3pp | 38.56%-9.5pp | 217.08%-188.0pp |
| Employer contribution / active EE | $1,798 | $2,779-35.3% | $2,527-28.8% | $4,299-58.2% |
| Participant deferral / active EE | $6,754 | $4,352+55.2% | $4,023+67.9% | $6,507+3.8% |
| Admin fee / account holder | $4,798 | $6,386-24.9% | $6,127-21.7% | $12,624-62.0% |