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 | $145,188 | $127,065+14.3% | $113,168+28.3% | $142,382+2.0% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 11.54% | 24.03%-12.5pp | 24.27%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,251 | $3,442-34.6% | $2,975-24.3% | $4,299-47.6% |
| Participant deferral / active EE | $7,043 | $5,716+23.2% | $5,107+37.9% | $6,507+8.2% |
| Admin fee / account holder | $12,721 | $15,736-19.2% | $12,068+5.4% | $12,624+0.8% |