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 | $145,566 | $114,381+27.3% | $107,525+35.4% | $142,382+2.2% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 17.75% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,692 | $4,015-32.9% | $3,754-28.3% | $4,299-37.4% |
| Participant deferral / active EE | $7,041 | $5,564+26.5% | $5,116+37.6% | $6,507+8.2% |
| Admin fee / account holder | $452 | $9,860-95.4% | $8,919-94.9% | $12,624-96.4% |