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 | $149,392 | $101,724+46.9% | $164,813-9.4% | $80,856+84.8% |
| Participation rate | 77.4% | 71.8%+5.6pp | 78.6%-1.2pp | 67.6%+9.7pp |
| Annual return | 21.39% | 16.72%+4.7pp | 69.93%-48.5pp | 35.59%-14.2pp |
| Employer contribution / active EE | $1,981 | $2,953-32.9% | $4,341-54.4% | $2,755-28.1% |
| Participant deferral / active EE | $3,439 | $4,477-23.2% | $6,031-43.0% | $4,296-20.0% |
| Admin fee / account holder | $28,807 | $8,227+250.1% | $12,690+127.0% | $6,918+316.4% |