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 | $136,518 | $125,758+8.6% | $169,993-19.7% | $75,163+81.6% |
| Participation rate | 71.4% | 83.6%-12.2pp | 87.0%-15.6pp | 67.2%+4.2pp |
| Annual return | 13.61% | 27.20%-13.6pp | 53.37%-39.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,793 | $4,615-39.5% | $6,785-58.8% | $2,670+4.6% |
| Participant deferral / active EE | $10,539 | $6,837+54.1% | $10,408+1.3% | $4,125+155.5% |
| Admin fee / account holder | $19,100 | $8,173+133.7% | $12,815+49.0% | $5,651+238.0% |