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 | $144,781 | $109,881+31.8% | $150,045-3.5% | $84,808+70.7% |
| Participation rate | 76.4% | 76.1%+0.3pp | 82.3%-6.0pp | 68.3%+8.1pp |
| Annual return | 14.56% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,397 | $3,561-32.7% | $4,693-48.9% | $2,631-8.9% |
| Participant deferral / active EE | $7,037 | $6,636+6.0% | $7,997-12.0% | $4,212+67.1% |
| Admin fee / account holder | $12,236 | $8,568+42.8% | $13,435-8.9% | $7,344+66.6% |