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 | $134,973 | $86,944+55.2% | $107,525+25.5% | $74,304+81.6% |
| Participation rate | 71.9% | 59.6%+12.4pp | 75.1%-3.1pp | 60.3%+11.6pp |
| Annual return | 25.26% | 23.52%+1.7pp | 181.32%-156.1pp | 29.43%-4.2pp |
| Employer contribution / active EE | $1,215 | $2,757-55.9% | $3,754-67.6% | $2,241-45.8% |
| Participant deferral / active EE | $7,607 | $3,554+114.0% | $5,116+48.7% | $3,767+101.9% |
| Admin fee / account holder | $6,954 | $3,727+86.6% | $8,919-22.0% | $2,969+134.2% |