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 | $140,587 | $78,422+79.3% | $95,952+46.5% | $79,858+76.0% |
| Participation rate | 79.5% | 73.5%+6.1pp | 77.1%+2.5pp | 69.6%+9.9pp |
| Annual return | 26.63% | 19.37%+7.3pp | 91.61%-65.0pp | 31.71%-5.1pp |
| Employer contribution / active EE | $2,185 | $1,945+12.3% | $2,541-14.0% | $2,471-11.6% |
| Participant deferral / active EE | $3,085 | $3,440-10.3% | $4,167-26.0% | $3,740-17.5% |
| Admin fee / account holder | $1,215 | $5,622-78.4% | $6,795-82.1% | $5,306-77.1% |