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 | $114,528 | $60,022+90.8% | $88,946+28.8% | $84,808+35.0% |
| Participation rate | 70.2% | 57.8%+12.3pp | 68.8%+1.3pp | 68.3%+1.9pp |
| Annual return | 15.32% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,783 | $1,703+4.7% | $2,555-30.2% | $2,631-32.2% |
| Participant deferral / active EE | $4,249 | $3,114+36.4% | $4,581-7.3% | $4,212+0.9% |
| Admin fee / account holder | $2,385 | $4,811-50.4% | $8,261-71.1% | $7,344-67.5% |