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 | $145,340 | $80,968+79.5% | $96,544+50.5% | $75,163+93.4% |
| Participation rate | 90.7% | 71.8%+19.0pp | 76.0%+14.8pp | 67.2%+23.5pp |
| Annual return | 16.89% | 27.06%-10.2pp | 25.84%-8.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,886 | $2,282-17.4% | $2,965-36.4% | $2,670-29.4% |
| Participant deferral / active EE | $5,748 | $3,928+46.3% | $4,851+18.5% | $4,125+39.3% |
| Admin fee / account holder | $11,141 | $6,724+65.7% | $8,252+35.0% | $5,651+97.2% |