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 | $147,575 | $138,347+6.7% | $184,203-19.9% | $80,856+82.5% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.6%+28.9pp |
| Annual return | 29.94% | 20.02%+9.9pp | 28.81%+1.1pp | 35.59%-5.7pp |
| Employer contribution / active EE | $5,473 | $4,850+12.8% | $6,427-14.8% | $2,755+98.7% |
| Participant deferral / active EE | $10,229 | $7,071+44.7% | $9,131+12.0% | $4,296+138.1% |
| Admin fee / account holder | $6,352 | $10,483-39.4% | $13,901-54.3% | $6,918-8.2% |