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 | $146,816 | $109,359+34.3% | $162,163-9.5% | $72,985+101.2% |
| Participation rate | 91.1% | 84.3%+6.8pp | 87.6%+3.5pp | 69.5%+21.6pp |
| Annual return | 22.22% | 25.46%-3.2pp | 115.59%-93.4pp | 81.00%-58.8pp |
| Employer contribution / active EE | $3,050 | $3,907-21.9% | $5,614-45.7% | $2,440+25.0% |
| Participant deferral / active EE | $5,109 | $5,481-6.8% | $7,298-30.0% | $3,607+41.6% |
| Admin fee / account holder | $7,871 | $7,972-1.3% | $10,843-27.4% | $5,124+53.6% |