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 | $149,511 | $99,985+49.5% | $146,665+1.9% | $85,850+74.2% |
| Participation rate | 76.7% | 73.1%+3.6pp | 80.1%-3.4pp | 69.3%+7.4pp |
| Annual return | 12.30% | 18.93%-6.6pp | 22.74%-10.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,901 | $2,559-25.7% | $4,136-54.0% | $2,565-25.9% |
| Participant deferral / active EE | $4,045 | $4,006+1.0% | $5,506-26.5% | $3,952+2.4% |
| Admin fee / account holder | $2,907 | $7,702-62.3% | $10,280-71.7% | $6,260-53.6% |