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 | $145,266 | $99,985+45.3% | $146,665-1.0% | $85,850+69.2% |
| Participation rate | 94.3% | 73.1%+21.2pp | 80.1%+14.2pp | 69.3%+25.0pp |
| Annual return | 19.98% | 18.93%+1.0pp | 22.74%-2.8pp | 318.53%-298.6pp |
| Employer contribution / active EE | $5,513 | $2,559+115.5% | $4,136+33.3% | $2,565+114.9% |
| Participant deferral / active EE | $4,026 | $4,006+0.5% | $5,506-26.9% | $3,952+1.9% |
| Admin fee / account holder | $5,185 | $7,702-32.7% | $10,280-49.6% | $6,260-17.2% |