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 | $148,593 | $89,753+65.6% | $107,525+38.2% | $84,808+75.2% |
| Participation rate | 95.1% | 68.1%+27.1pp | 75.1%+20.0pp | 68.3%+26.8pp |
| Annual return | 15.98% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,134 | $3,113-31.5% | $3,754-43.1% | $2,631-18.9% |
| Participant deferral / active EE | $6,359 | $4,056+56.8% | $5,116+24.3% | $4,212+51.0% |
| Admin fee / account holder | $4,898 | $7,222-32.2% | $8,919-45.1% | $7,344-33.3% |