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 | $145,098 | $185,822-21.9% | $169,993-14.6% | $139,434+4.1% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 15.32% | 60.50%-45.2pp | 53.37%-38.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,485 | $7,590-67.3% | $6,785-63.4% | $4,751-47.7% |
| Participant deferral / active EE | $6,595 | $11,622-43.3% | $10,408-36.6% | $6,710-1.7% |
| Admin fee / account holder | $1,696 | $15,381-89.0% | $12,815-86.8% | $11,403-85.1% |