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 | $135,166 | $93,571+44.5% | $135,903-0.5% | $75,163+79.8% |
| Participation rate | 95.3% | 75.2%+20.1pp | 81.9%+13.4pp | 67.2%+28.1pp |
| Annual return | 17.56% | 30.90%-13.3pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,857 | $3,537+9.1% | $4,856-20.6% | $2,670+44.5% |
| Participant deferral / active EE | $11,291 | $6,404+76.3% | $7,758+45.5% | $4,125+173.7% |
| Admin fee / account holder | $13,703 | $6,975+96.4% | $10,762+27.3% | $5,651+142.5% |