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 | $133,340 | $94,625+40.9% | $116,228+14.7% | $84,808+57.2% |
| Participation rate | 80.6% | 70.4%+10.2pp | 74.6%+6.1pp | 68.3%+12.3pp |
| Annual return | 16.42% | 20.40%-4.0pp | 90.06%-73.6pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,753 | $2,347-25.3% | $2,994-41.5% | $2,631-33.4% |
| Participant deferral / active EE | $4,506 | $3,972+13.5% | $4,953-9.0% | $4,212+7.0% |
| Admin fee / account holder | $827 | $10,091-91.8% | $11,989-93.1% | $7,344-88.7% |