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 | $149,230 | $123,793+20.5% | $177,821-16.1% | $79,858+86.9% |
| Participation rate | 76.4% | 84.7%-8.3pp | 87.7%-11.3pp | 69.6%+6.8pp |
| Annual return | 11.73% | 22.82%-11.1pp | 48.32%-36.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,037 | $4,095-50.3% | $5,918-65.6% | $2,471-17.5% |
| Participant deferral / active EE | $9,260 | $5,956+55.5% | $7,714+20.0% | $3,740+147.6% |
| Admin fee / account holder | $9,928 | $7,243+37.1% | $12,427-20.1% | $5,306+87.1% |