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 | $149,357 | $106,515+40.2% | $96,683+54.5% | $139,434+7.1% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 15.26% | 38.43%-23.2pp | 35.69%-20.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $4,044 | $4,103-1.4% | $3,737+8.2% | $4,751-14.9% |
| Participant deferral / active EE | $8,516 | $5,454+56.1% | $4,878+74.6% | $6,710+26.9% |
| Admin fee / account holder | $22,924 | $7,877+191.0% | $6,730+240.6% | $11,403+101.0% |