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 | $143,504 | $138,347+3.7% | $184,203-22.1% | $80,856+77.5% |
| Participation rate | 95.5% | 83.9%+11.6pp | 86.8%+8.6pp | 67.6%+27.8pp |
| Annual return | 12.96% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $7,411 | $4,850+52.8% | $6,427+15.3% | $2,755+169.0% |
| Participant deferral / active EE | $4,518 | $7,071-36.1% | $9,131-50.5% | $4,296+5.2% |
| Admin fee / account holder | $17,342 | $10,483+65.4% | $13,901+24.8% | $6,918+150.7% |