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 | $145,178 | $52,279+177.7% | $89,391+62.4% | $79,858+81.8% |
| Participation rate | 75.9% | 57.5%+18.3pp | 68.0%+7.9pp | 69.6%+6.2pp |
| Annual return | 12.10% | 22.16%-10.1pp | 245.62%-233.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,841 | $1,572+17.1% | $2,586-28.8% | $2,471-25.5% |
| Participant deferral / active EE | $3,812 | $2,740+39.1% | $3,890-2.0% | $3,740+1.9% |
| Admin fee / account holder | $1,488 | $3,356-55.7% | $4,881-69.5% | $5,306-72.0% |