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 | $141,851 | $114,381+24.0% | $107,525+31.9% | $142,382-0.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 13.67% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,082 | $4,015-23.2% | $3,754-17.9% | $4,299-28.3% |
| Participant deferral / active EE | $6,226 | $5,564+11.9% | $5,116+21.7% | $6,507-4.3% |
| Admin fee / account holder | $5,380 | $9,860-45.4% | $8,919-39.7% | $12,624-57.4% |