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 | $147,580 | $109,881+34.3% | $150,045-1.6% | $84,808+74.0% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 17.69% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $4,519 | $3,561+26.9% | $4,693-3.7% | $2,631+71.8% |
| Participant deferral / active EE | $8,596 | $6,636+29.5% | $7,997+7.5% | $4,212+104.1% |
| Admin fee / account holder | $4,553 | $8,568-46.9% | $13,435-66.1% | $7,344-38.0% |