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 | $141,734 | $81,632+73.6% | $70,449+101.2% | $158,922-10.8% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 8.94% | 208.40%-199.5pp | 109.03%-100.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $3,848 | $3,217+19.6% | $2,737+40.6% | $4,761-19.2% |
| Participant deferral / active EE | $5,521 | $4,554+21.2% | $3,709+48.9% | $5,982-7.7% |
| Admin fee / account holder | $1,555 | $6,193-74.9% | $3,845-59.6% | $11,246-86.2% |