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 | $148,430 | $140,940+5.3% | $112,229+32.3% | $139,434+6.5% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.48% | 32.71%-19.2pp | 30.20%-16.7pp | 372.94%-359.5pp |
| Employer contribution / active EE | $3,137 | $4,283-26.8% | $3,430-8.5% | $4,751-34.0% |
| Participant deferral / active EE | $3,414 | $5,874-41.9% | $4,798-28.8% | $6,710-49.1% |
| Admin fee / account holder | $6,028 | $9,954-39.4% | $7,748-22.2% | $11,403-47.1% |