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 | $149,408 | $115,882+28.9% | $100,516+48.6% | $158,922-6.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 22.70% | 34.79%-12.1pp | 30.89%-8.2pp | 302.83%-280.1pp |
| Employer contribution / active EE | $3,704 | $4,103-9.7% | $3,418+8.4% | $4,761-22.2% |
| Participant deferral / active EE | $22,641 | $6,674+239.2% | $6,270+261.1% | $5,982+278.5% |
| Admin fee / account holder | $2,307 | $10,995-79.0% | $8,081-71.5% | $11,246-79.5% |