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 | $144,068 | $114,381+26.0% | $107,525+34.0% | $142,382+1.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 14.78% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,630 | $4,015-34.5% | $3,754-29.9% | $4,299-38.8% |
| Participant deferral / active EE | $7,954 | $5,564+42.9% | $5,116+55.5% | $6,507+22.2% |
| Admin fee / account holder | $1,054 | $9,860-89.3% | $8,919-88.2% | $12,624-91.7% |