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 8-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 | $141,467 | $98,750+43.3% | $149,696-5.5% | $79,858+77.1% |
| Participation rate | 81.5% | 75.8%+5.8pp | 82.5%-0.9pp | 69.6%+11.9pp |
| Annual return | 23.62% | 27.43%-3.8pp | 276.60%-253.0pp | 31.71%-8.1pp |
| Employer contribution / active EE | $2,693 | $3,216-16.3% | $4,644-42.0% | $2,471+9.0% |
| Participant deferral / active EE | $6,186 | $5,680+8.9% | $6,842-9.6% | $3,740+65.4% |
| Admin fee / account holder | $4,054 | $6,053-33.0% | $9,309-56.4% | $5,306-23.6% |