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 | $147,527 | $117,983+25.0% | $101,794+44.9% | $142,382+3.6% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.2%+9.4pp | 80.1%-1.5pp |
| Annual return | 14.54% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $507 | $2,773-81.7% | $2,289-77.8% | $4,299-88.2% |
| Participant deferral / active EE | $5,342 | $4,714+13.3% | $4,084+30.8% | $6,507-17.9% |
| Admin fee / account holder | $21,591 | $10,433+106.9% | $8,777+146.0% | $12,624+71.0% |