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 | $142,895 | $114,381+24.9% | $107,525+32.9% | $142,382+0.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 18.91% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,433 | $4,015-39.4% | $3,754-35.2% | $4,299-43.4% |
| Participant deferral / active EE | $6,870 | $5,564+23.5% | $5,116+34.3% | $6,507+5.6% |
| Admin fee / account holder | $3,151 | $9,860-68.0% | $8,919-64.7% | $12,624-75.0% |