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 | $146,273 | $109,881+33.1% | $150,045-2.5% | $84,808+72.5% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.1pp | 68.3%+27.1pp |
| Annual return | 15.58% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,259 | $3,561-8.5% | $4,693-30.6% | $2,631+23.9% |
| Participant deferral / active EE | $8,879 | $6,636+33.8% | $7,997+11.0% | $4,212+110.8% |
| Admin fee / account holder | $7,364 | $8,568-14.1% | $13,435-45.2% | $7,344+0.3% |