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 | $147,147 | $185,822-20.8% | $169,993-13.4% | $139,434+5.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 14.22% | 60.50%-46.3pp | 53.37%-39.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,719 | $7,590-64.2% | $6,785-59.9% | $4,751-42.8% |
| Participant deferral / active EE | $3,767 | $11,622-67.6% | $10,408-63.8% | $6,710-43.9% |
| Admin fee / account holder | $2,755 | $15,381-82.1% | $12,815-78.5% | $11,403-75.8% |