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 | $152,257 | $111,754+36.2% | $103,333+47.3% | $145,922+4.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.53% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,880 | $4,212-55.4% | $3,868-51.4% | $4,660-59.6% |
| Participant deferral / active EE | $14,280 | $5,619+154.2% | $5,057+182.4% | $6,688+113.5% |
| Admin fee / account holder | $1,477 | $9,750-84.9% | $8,355-82.3% | $13,397-89.0% |