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 | $144,627 | $106,515+35.8% | $96,683+49.6% | $139,434+3.7% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 19.59% | 38.43%-18.8pp | 35.69%-16.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,694 | $4,103-34.3% | $3,737-27.9% | $4,751-43.3% |
| Participant deferral / active EE | $9,853 | $5,454+80.7% | $4,878+102.0% | $6,710+46.8% |
| Admin fee / account holder | $547 | $7,877-93.1% | $6,730-91.9% | $11,403-95.2% |