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 | $144,575 | $85,766+68.6% | $136,294+6.1% | $70,131+106.2% |
| Participation rate | 78.8% | 74.2%+4.6pp | 81.9%-3.1pp | 69.5%+9.2pp |
| Annual return | 20.02% | 31.45%-11.4pp | 5155.94%-5135.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,058 | $2,966-64.3% | $4,695-77.5% | $2,342-54.8% |
| Participant deferral / active EE | $6,836 | $5,051+35.3% | $6,247+9.4% | $3,332+105.2% |
| Admin fee / account holder | $7,058 | $5,420+30.2% | $9,243-23.6% | $4,645+51.9% |