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 | $143,648 | $127,065+13.1% | $113,168+26.9% | $142,382+0.9% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 14.56% | 24.03%-9.5pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,561 | $3,442-25.6% | $2,975-13.9% | $4,299-40.4% |
| Participant deferral / active EE | $6,626 | $5,716+15.9% | $5,107+29.8% | $6,507+1.8% |
| Admin fee / account holder | $9,139 | $15,736-41.9% | $12,068-24.3% | $12,624-27.6% |