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 | $138,739 | $98,750+40.5% | $149,696-7.3% | $79,858+73.7% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.5%+0.5pp | 69.6%+13.3pp |
| Annual return | 13.23% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $3,761 | $3,216+16.9% | $4,644-19.0% | $2,471+52.2% |
| Participant deferral / active EE | $9,503 | $5,680+67.3% | $6,842+38.9% | $3,740+154.1% |
| Admin fee / account holder | $12,108 | $6,053+100.0% | $9,309+30.1% | $5,306+128.2% |