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 | $144,942 | $78,926+83.6% | $136,749+6.0% | $84,808+70.9% |
| Participation rate | 94.9% | 62.2%+32.8pp | 72.1%+22.8pp | 68.3%+26.6pp |
| Annual return | 18.09% | 18.17%-0.1pp | 24.33%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $6,921 | $2,134+224.3% | $3,400+103.6% | $2,631+163.1% |
| Participant deferral / active EE | $8,372 | $3,168+164.2% | $4,692+78.4% | $4,212+98.8% |
| Admin fee / account holder | $7,098 | $6,369+11.4% | $11,386-37.7% | $7,344-3.3% |