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 | $145,243 | $117,381+23.7% | $99,443+46.1% | $152,861-5.0% |
| Participation rate | 91.3% | 77.5%+13.8pp | 73.8%+17.5pp | 82.4%+8.9pp |
| Annual return | 17.55% | 31.87%-14.3pp | 30.72%-13.2pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,914 | $3,013-36.5% | $2,540-24.6% | $4,762-59.8% |
| Participant deferral / active EE | $6,330 | $4,086+54.9% | $3,619+74.9% | $5,850+8.2% |
| Admin fee / account holder | $26,484 | $7,631+247.1% | $6,250+323.7% | $11,596+128.4% |