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 | $144,709 | $109,881+31.7% | $150,045-3.6% | $84,808+70.6% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 18.13% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,674 | $3,561+3.2% | $4,693-21.7% | $2,631+39.6% |
| Participant deferral / active EE | $10,167 | $6,636+53.2% | $7,997+27.1% | $4,212+141.4% |
| Admin fee / account holder | $3,043 | $8,568-64.5% | $13,435-77.3% | $7,344-58.6% |