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 | $141,482 | $101,724+39.1% | $164,813-14.2% | $80,856+75.0% |
| Participation rate | 96.9% | 71.8%+25.1pp | 78.6%+18.3pp | 67.6%+29.3pp |
| Annual return | 16.29% | 16.72%-0.4pp | 69.93%-53.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,351 | $2,953-20.4% | $4,341-45.8% | $2,755-14.7% |
| Participant deferral / active EE | $5,265 | $4,477+17.6% | $6,031-12.7% | $4,296+22.6% |
| Admin fee / account holder | $465 | $8,227-94.3% | $12,690-96.3% | $6,918-93.3% |