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 9-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 | $147,174 | $106,515+38.2% | $96,683+52.2% | $139,434+5.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 15.20% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $5,510 | $4,103+34.3% | $3,737+47.5% | $4,751+16.0% |
| Participant deferral / active EE | $11,746 | $5,454+115.4% | $4,878+140.8% | $6,710+75.0% |
| Admin fee / account holder | $2,602 | $7,877-67.0% | $6,730-61.3% | $11,403-77.2% |