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 | $141,895 | $84,233+68.5% | $170,442-16.7% | $70,131+102.3% |
| Participation rate | 93.9% | 70.8%+23.1pp | 83.6%+10.3pp | 69.5%+24.4pp |
| Annual return | 14.39% | 23.06%-8.7pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,399 | $3,387-29.2% | $5,433-55.8% | $2,342+2.4% |
| Participant deferral / active EE | $5,564 | $3,086+80.3% | $4,939+12.6% | $3,332+67.0% |
| Admin fee / account holder | $1,856 | $5,698-67.4% | $13,880-86.6% | $4,645-60.0% |