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 | $146,640 | $109,881+33.5% | $150,045-2.3% | $84,808+72.9% |
| Participation rate | 84.8% | 76.1%+8.8pp | 82.3%+2.5pp | 68.3%+16.5pp |
| Annual return | 18.76% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $4,028 | $3,561+13.1% | $4,693-14.2% | $2,631+53.1% |
| Participant deferral / active EE | $8,048 | $6,636+21.3% | $7,997+0.6% | $4,212+91.1% |
| Admin fee / account holder | $2,830 | $8,568-67.0% | $13,435-78.9% | $7,344-61.5% |