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 9-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 | $146,069 | $127,777+14.3% | $106,548+37.1% | $167,490-12.8% |
| Participation rate | 81.8% | 78.3%+3.5pp | 76.1%+5.7pp | 82.1%-0.3pp |
| Annual return | 12.50% | 33.87%-21.4pp | 26.80%-14.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,492 | $3,427+1.9% | $2,819+23.9% | $4,837-27.8% |
| Participant deferral / active EE | $9,460 | $5,087+86.0% | $4,398+115.1% | $6,341+49.2% |
| Admin fee / account holder | $4,859 | $11,228-56.7% | $7,407-34.4% | $12,309-60.5% |