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 | $146,633 | $74,888+95.8% | $71,209+105.9% | $142,382+3.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.74% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,157 | $2,854+10.6% | $2,721+16.0% | $4,299-26.6% |
| Participant deferral / active EE | $3,703 | $4,454-16.9% | $4,175-11.3% | $6,507-43.1% |
| Admin fee / account holder | $1,438 | $5,568-74.2% | $5,349-73.1% | $12,624-88.6% |