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 | $138,731 | $85,766+61.8% | $136,294+1.8% | $70,131+97.8% |
| Participation rate | 92.5% | 74.2%+18.4pp | 81.9%+10.6pp | 69.5%+23.0pp |
| Annual return | 16.60% | 31.45%-14.9pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $4,677 | $2,966+57.7% | $4,695-0.4% | $2,342+99.6% |
| Participant deferral / active EE | $5,844 | $5,051+15.7% | $6,247-6.5% | $3,332+75.4% |
| Admin fee / account holder | $1,262 | $5,420-76.7% | $9,243-86.3% | $4,645-72.8% |