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 | $145,004 | $93,571+55.0% | $135,903+6.7% | $75,163+92.9% |
| Participation rate | 79.6% | 75.2%+4.4pp | 81.9%-2.3pp | 67.2%+12.4pp |
| Annual return | 15.50% | 30.90%-15.4pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,028 | $3,537-42.7% | $4,856-58.2% | $2,670-24.1% |
| Participant deferral / active EE | $7,953 | $6,404+24.2% | $7,758+2.5% | $4,125+92.8% |
| Admin fee / account holder | $8,102 | $6,975+16.1% | $10,762-24.7% | $5,651+43.4% |