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 | $144,478 | $109,881+31.5% | $150,045-3.7% | $84,808+70.4% |
| Participation rate | 77.4% | 76.1%+1.3pp | 82.3%-5.0pp | 68.3%+9.0pp |
| Annual return | 18.74% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,439 | $3,561-3.4% | $4,693-26.7% | $2,631+30.7% |
| Participant deferral / active EE | $9,376 | $6,636+41.3% | $7,997+17.2% | $4,212+122.6% |
| Admin fee / account holder | $9,970 | $8,568+16.4% | $13,435-25.8% | $7,344+35.8% |