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 | $142,322 | $104,251+36.5% | $91,001+56.4% | $147,584-3.6% |
| Participation rate | 78.6% | 78.2%+0.3pp | 75.6%+3.0pp | 82.8%-4.3pp |
| Annual return | 20.27% | 27.06%-6.8pp | 4.60%+15.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,890 | $3,116-39.3% | $2,456-23.0% | $4,876-61.2% |
| Participant deferral / active EE | $5,986 | $4,195+42.7% | $3,547+68.7% | $5,439+10.1% |
| Admin fee / account holder | $974 | $8,948-89.1% | $5,417-82.0% | $10,885-91.0% |