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 | $147,821 | $118,450+24.8% | $98,439+50.2% | $139,434+6.0% |
| Participation rate | 93.3% | 77.4%+15.9pp | 75.2%+18.2pp | 80.3%+13.0pp |
| Annual return | 11.20% | 18.94%-7.7pp | 21.16%-10.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,810 | $3,609-49.8% | $3,048-40.6% | $4,751-61.9% |
| Participant deferral / active EE | $5,700 | $5,392+5.7% | $4,738+20.3% | $6,710-15.1% |
| Admin fee / account holder | $9,372 | $14,026-33.2% | $8,948+4.7% | $11,403-17.8% |