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 | $145,601 | $117,841+23.6% | $102,423+42.2% | $145,922-0.2% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 11.21% | 31.65%-20.4pp | 29.32%-18.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,898 | $3,615+7.8% | $3,023+28.9% | $4,660-16.3% |
| Participant deferral / active EE | $7,377 | $5,731+28.7% | $5,053+46.0% | $6,688+10.3% |
| Admin fee / account holder | $4,779 | $13,326-64.1% | $9,451-49.4% | $13,397-64.3% |