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 | $146,146 | $61,605+137.2% | $112,229+30.2% | $75,163+94.4% |
| Participation rate | 70.0% | 61.7%+8.3pp | 72.4%-2.4pp | 67.2%+2.8pp |
| Annual return | 14.12% | 28.47%-14.3pp | 30.20%-16.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,103 | $2,015-45.3% | $3,430-67.8% | $2,670-58.7% |
| Participant deferral / active EE | $2,354 | $3,108-24.3% | $4,798-50.9% | $4,125-42.9% |
| Admin fee / account holder | $2,952 | $4,862-39.3% | $7,748-61.9% | $5,651-47.8% |