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 | $136,300 | $102,605+32.8% | $145,661-6.4% | $84,808+60.7% |
| Participation rate | 98.3% | 74.3%+24.1pp | 77.2%+21.1pp | 68.3%+30.0pp |
| Annual return | 16.17% | 26.50%-10.3pp | 101.46%-85.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,666 | $3,325+40.3% | $4,238+10.1% | $2,631+77.3% |
| Participant deferral / active EE | $5,488 | $5,750-4.6% | $7,198-23.8% | $4,212+30.3% |
| Admin fee / account holder | $3,778 | $8,758-56.9% | $12,466-69.7% | $7,344-48.6% |