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 | $142,500 | $106,515+33.8% | $96,683+47.4% | $139,434+2.2% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 13.71% | 38.43%-24.7pp | 35.69%-22.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,473 | $4,103-39.7% | $3,737-33.8% | $4,751-47.9% |
| Participant deferral / active EE | $3,915 | $5,454-28.2% | $4,878-19.8% | $6,710-41.7% |
| Admin fee / account holder | $1,336 | $7,877-83.0% | $6,730-80.1% | $11,403-88.3% |