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 | $143,090 | $102,605+39.5% | $145,661-1.8% | $84,808+68.7% |
| Participation rate | 83.3% | 74.3%+9.1pp | 77.2%+6.1pp | 68.3%+15.0pp |
| Annual return | 15.67% | 26.50%-10.8pp | 101.46%-85.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,825 | $3,325-15.0% | $4,238-33.3% | $2,631+7.4% |
| Participant deferral / active EE | $5,309 | $5,750-7.7% | $7,198-26.3% | $4,212+26.0% |
| Admin fee / account holder | $1,865 | $8,758-78.7% | $12,466-85.0% | $7,344-74.6% |