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 | $143,548 | $111,754+28.4% | $103,333+38.9% | $145,922-1.6% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 11.21% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,201 | $4,212-47.8% | $3,868-43.1% | $4,660-52.8% |
| Participant deferral / active EE | $5,709 | $5,619+1.6% | $5,057+12.9% | $6,688-14.6% |
| Admin fee / account holder | $1,118 | $9,750-88.5% | $8,355-86.6% | $13,397-91.7% |