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 | $137,208 | $109,413+25.4% | $156,263-12.2% | $84,808+61.8% |
| Participation rate | 75.0% | 72.7%+2.3pp | 78.9%-3.9pp | 68.3%+6.7pp |
| Annual return | 17.07% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,338 | $2,907-19.6% | $4,333-46.0% | $2,631-11.1% |
| Participant deferral / active EE | $6,005 | $4,590+30.8% | $6,158-2.5% | $4,212+42.6% |
| Admin fee / account holder | $1,872 | $9,357-80.0% | $14,255-86.9% | $7,344-74.5% |