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 | $143,432 | $89,753+59.8% | $107,525+33.4% | $84,808+69.1% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 17.08% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,535 | $3,113-18.6% | $3,754-32.5% | $2,631-3.6% |
| Participant deferral / active EE | $4,980 | $4,056+22.8% | $5,116-2.7% | $4,212+18.2% |
| Admin fee / account holder | $1,526 | $7,222-78.9% | $8,919-82.9% | $7,344-79.2% |