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 | $144,950 | $99,985+45.0% | $146,665-1.2% | $85,850+68.8% |
| Participation rate | 77.4% | 73.1%+4.3pp | 80.1%-2.7pp | 69.3%+8.0pp |
| Annual return | 12.85% | 18.93%-6.1pp | 22.74%-9.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,643 | $2,559-35.8% | $4,136-60.3% | $2,565-35.9% |
| Participant deferral / active EE | $9,312 | $4,006+132.5% | $5,506+69.1% | $3,952+135.7% |
| Admin fee / account holder | $2,990 | $7,702-61.2% | $10,280-70.9% | $6,260-52.2% |