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 | $145,228 | $117,841+23.2% | $102,423+41.8% | $145,922-0.5% |
| Participation rate | 81.3% | 78.6%+2.7pp | 76.5%+4.8pp | 80.3%+1.0pp |
| Annual return | 13.60% | 31.65%-18.1pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $9,407 | $3,615+160.2% | $3,023+211.2% | $4,660+101.9% |
| Participant deferral / active EE | $2,268 | $5,731-60.4% | $5,053-55.1% | $6,688-66.1% |
| Admin fee / account holder | $5,332 | $13,326-60.0% | $9,451-43.6% | $13,397-60.2% |