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 | $131,517 | $89,355+47.2% | $141,162-6.8% | $72,985+80.2% |
| Participation rate | 74.4% | 75.1%-0.8pp | 82.5%-8.1pp | 69.5%+4.9pp |
| Annual return | 25.43% | 111.85%-86.4pp | 71.39%-46.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $5,970 | $3,114+91.7% | $4,735+26.1% | $2,440+144.7% |
| Participant deferral / active EE | $7,079 | $5,418+30.6% | $6,709+5.5% | $3,607+96.2% |
| Admin fee / account holder | $22,567 | $5,958+278.8% | $10,261+119.9% | $5,124+340.4% |