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 | $136,852 | $89,355+53.2% | $141,162-3.1% | $72,985+87.5% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 23.67% | 111.85%-88.2pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $3,157 | $3,114+1.4% | $4,735-33.3% | $2,440+29.4% |
| Participant deferral / active EE | $7,891 | $5,418+45.6% | $6,709+17.6% | $3,607+118.7% |
| Admin fee / account holder | $2,182 | $5,958-63.4% | $10,261-78.7% | $5,124-57.4% |