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 | $133,284 | $65,395+103.8% | $182,532-27.0% | $72,985+82.6% |
| Participation rate | 84.6% | 65.4%+19.2pp | 78.0%+6.6pp | 69.5%+15.1pp |
| Annual return | 21.90% | 27.68%-5.8pp | 148.54%-126.6pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,865 | $1,911-2.4% | $4,076-54.2% | $2,440-23.5% |
| Participant deferral / active EE | $3,744 | $3,563+5.1% | $5,524-32.2% | $3,607+3.8% |
| Admin fee / account holder | $1,315 | $4,245-69.0% | $8,592-84.7% | $5,124-74.3% |