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 | $144,421 | $109,881+31.4% | $150,045-3.7% | $84,808+70.3% |
| Participation rate | 75.8% | 76.1%-0.3pp | 82.3%-6.6pp | 68.3%+7.4pp |
| Annual return | 15.97% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,226 | $3,561-37.5% | $4,693-52.6% | $2,631-15.4% |
| Participant deferral / active EE | $5,408 | $6,636-18.5% | $7,997-32.4% | $4,212+28.4% |
| Admin fee / account holder | $2,806 | $8,568-67.2% | $13,435-79.1% | $7,344-61.8% |