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 | $145,389 | $138,347+5.1% | $184,203-21.1% | $80,856+79.8% |
| Participation rate | 95.2% | 83.9%+11.3pp | 86.8%+8.4pp | 67.6%+27.5pp |
| Annual return | 11.64% | 20.02%-8.4pp | 28.81%-17.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $5,135 | $4,850+5.9% | $6,427-20.1% | $2,755+86.4% |
| Participant deferral / active EE | $11,222 | $7,071+58.7% | $9,131+22.9% | $4,296+161.2% |
| Admin fee / account holder | $11,447 | $10,483+9.2% | $13,901-17.7% | $6,918+65.5% |