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 | $149,928 | $109,881+36.4% | $150,045-0.1% | $84,808+76.8% |
| Participation rate | 80.2% | 76.1%+4.2pp | 82.3%-2.1pp | 68.3%+11.9pp |
| Annual return | 16.57% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,661 | $3,561+2.8% | $4,693-22.0% | $2,631+39.2% |
| Participant deferral / active EE | $8,594 | $6,636+29.5% | $7,997+7.5% | $4,212+104.0% |
| Admin fee / account holder | $15,710 | $8,568+83.4% | $13,435+16.9% | $7,344+113.9% |