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 | $143,050 | $95,803+49.3% | $113,168+26.4% | $84,808+68.7% |
| Participation rate | 84.0% | 72.9%+11.1pp | 76.6%+7.4pp | 68.3%+15.7pp |
| Annual return | 17.56% | 25.00%-7.4pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,081 | $2,360-11.8% | $2,975-30.0% | $2,631-20.9% |
| Participant deferral / active EE | $5,366 | $4,242+26.5% | $5,107+5.1% | $4,212+27.4% |
| Admin fee / account holder | $7,827 | $8,989-12.9% | $12,068-35.1% | $7,344+6.6% |