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 | $143,735 | $100,773+42.6% | $88,946+61.6% | $142,382+0.9% |
| Participation rate | 78.9% | 74.3%+4.7pp | 68.8%+10.1pp | 80.1%-1.2pp |
| Annual return | 18.31% | 70.18%-51.9pp | 57.82%-39.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,287 | $2,918-21.6% | $2,555-10.5% | $4,299-46.8% |
| Participant deferral / active EE | $3,965 | $5,230-24.2% | $4,581-13.5% | $6,507-39.1% |
| Admin fee / account holder | $2,037 | $9,693-79.0% | $8,261-75.3% | $12,624-83.9% |