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 | $145,328 | $78,672+84.7% | $109,143+33.2% | $85,850+69.3% |
| Participation rate | 91.2% | 68.3%+22.9pp | 75.9%+15.3pp | 69.3%+21.9pp |
| Annual return | 15.86% | 25.09%-9.2pp | 25.75%-9.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,941 | $2,735+7.5% | $3,722-21.0% | $2,565+14.7% |
| Participant deferral / active EE | $4,740 | $3,467+36.7% | $4,653+1.9% | $3,952+20.0% |
| Admin fee / account holder | $5,581 | $5,469+2.0% | $6,752-17.3% | $6,260-10.8% |