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 | $143,150 | $78,422+82.5% | $95,952+49.2% | $79,858+79.3% |
| Participation rate | 72.4% | 73.5%-1.1pp | 77.1%-4.7pp | 69.6%+2.7pp |
| Annual return | 17.58% | 19.37%-1.8pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,627 | $1,945-16.3% | $2,541-36.0% | $2,471-34.1% |
| Participant deferral / active EE | $3,956 | $3,440+15.0% | $4,167-5.1% | $3,740+5.8% |
| Admin fee / account holder | $3,539 | $5,622-37.0% | $6,795-47.9% | $5,306-33.3% |