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 9-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 | $148,643 | $138,347+7.4% | $184,203-19.3% | $80,856+83.8% |
| Participation rate | 82.4% | 83.9%-1.5pp | 86.8%-4.5pp | 67.6%+14.7pp |
| Annual return | 29.11% | 20.02%+9.1pp | 28.81%+0.3pp | 35.59%-6.5pp |
| Employer contribution / active EE | $2,265 | $4,850-53.3% | $6,427-64.8% | $2,755-17.8% |
| Participant deferral / active EE | $5,730 | $7,071-19.0% | $9,131-37.2% | $4,296+33.4% |
| Admin fee / account holder | $35,713 | $10,483+240.7% | $13,901+156.9% | $6,918+416.2% |