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 | $138,837 | $89,355+55.4% | $141,162-1.6% | $72,985+90.2% |
| Participation rate | 73.0% | 75.1%-2.1pp | 82.5%-9.5pp | 69.5%+3.5pp |
| Annual return | 29.34% | 111.85%-82.5pp | 71.39%-42.1pp | 81.00%-51.7pp |
| Employer contribution / active EE | $1,755 | $3,114-43.7% | $4,735-62.9% | $2,440-28.1% |
| Participant deferral / active EE | $9,021 | $5,418+66.5% | $6,709+34.5% | $3,607+150.1% |
| Admin fee / account holder | $2,741 | $5,958-54.0% | $10,261-73.3% | $5,124-46.5% |