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 | $144,695 | $111,754+29.5% | $103,333+40.0% | $145,922-0.8% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 12.95% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $9,868 | $4,212+134.3% | $3,868+155.1% | $4,660+111.8% |
| Participant deferral / active EE | $8,852 | $5,619+57.6% | $5,057+75.0% | $6,688+32.4% |
| Admin fee / account holder | $11,630 | $9,750+19.3% | $8,355+39.2% | $13,397-13.2% |