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 | $145,055 | $110,257+31.6% | $96,544+50.2% | $139,434+4.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 18.82% | 26.32%-7.5pp | 25.84%-7.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $4,633 | $3,620+28.0% | $2,965+56.3% | $4,751-2.5% |
| Participant deferral / active EE | $18,903 | $5,548+240.7% | $4,851+289.7% | $6,710+181.7% |
| Admin fee / account holder | $4,569 | $11,591-60.6% | $8,252-44.6% | $11,403-59.9% |