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 | $141,527 | $86,929+62.8% | $102,423+38.2% | $80,856+75.0% |
| Participation rate | 89.2% | 72.4%+16.8pp | 76.5%+12.7pp | 67.6%+21.6pp |
| Annual return | 13.58% | 18.88%-5.3pp | 29.32%-15.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,836 | $2,369+19.7% | $3,023-6.2% | $2,755+2.9% |
| Participant deferral / active EE | $3,765 | $4,118-8.6% | $5,053-25.5% | $4,296-12.4% |
| Admin fee / account holder | $961 | $8,049-88.1% | $9,451-89.8% | $6,918-86.1% |