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 | $148,880 | $95,416+56.0% | $185,823-19.9% | $85,850+73.4% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 11.74% | 23.59%-11.8pp | 122.05%-110.3pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,774 | $3,314-16.3% | $5,167-46.3% | $2,565+8.2% |
| Participant deferral / active EE | $5,146 | $3,423+50.3% | $5,568-7.6% | $3,952+30.2% |
| Admin fee / account holder | $2,640 | $7,213-63.4% | $16,237-83.7% | $6,260-57.8% |