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 | $145,519 | $109,881+32.4% | $150,045-3.0% | $84,808+71.6% |
| Participation rate | 86.0% | 76.1%+10.0pp | 82.3%+3.7pp | 68.3%+17.7pp |
| Annual return | 18.47% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,604 | $3,561+1.2% | $4,693-23.2% | $2,631+37.0% |
| Participant deferral / active EE | $6,375 | $6,636-3.9% | $7,997-20.3% | $4,212+51.4% |
| Admin fee / account holder | $1,934 | $8,568-77.4% | $13,435-85.6% | $7,344-73.7% |