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 | $146,277 | $138,347+5.7% | $184,203-20.6% | $80,856+80.9% |
| Participation rate | 94.7% | 83.9%+10.9pp | 86.8%+7.9pp | 67.6%+27.1pp |
| Annual return | 35.33% | 20.02%+15.3pp | 28.81%+6.5pp | 35.59%-0.3pp |
| Employer contribution / active EE | $4,991 | $4,850+2.9% | $6,427-22.3% | $2,755+81.2% |
| Participant deferral / active EE | $10,392 | $7,071+47.0% | $9,131+13.8% | $4,296+141.9% |
| Admin fee / account holder | $8,326 | $10,483-20.6% | $13,901-40.1% | $6,918+20.4% |