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 | $142,191 | $109,881+29.4% | $150,045-5.2% | $84,808+67.7% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 32.10% | 28.25%+3.9pp | 62.55%-30.4pp | 40.90%-8.8pp |
| Employer contribution / active EE | $2,869 | $3,561-19.4% | $4,693-38.9% | $2,631+9.1% |
| Participant deferral / active EE | $6,230 | $6,636-6.1% | $7,997-22.1% | $4,212+47.9% |
| Admin fee / account holder | $1,944 | $8,568-77.3% | $13,435-85.5% | $7,344-73.5% |