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 | $144,457 | $109,881+31.5% | $150,045-3.7% | $84,808+70.3% |
| Participation rate | 84.7% | 76.1%+8.7pp | 82.3%+2.4pp | 68.3%+16.4pp |
| Annual return | 17.85% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,573 | $3,561-27.8% | $4,693-45.2% | $2,631-2.2% |
| Participant deferral / active EE | $11,621 | $6,636+75.1% | $7,997+45.3% | $4,212+175.9% |
| Admin fee / account holder | $1,747 | $8,568-79.6% | $13,435-87.0% | $7,344-76.2% |