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 | $141,972 | $73,933+92.0% | $96,683+46.8% | $75,163+88.9% |
| Participation rate | 79.3% | 66.4%+12.9pp | 74.3%+5.0pp | 67.2%+12.1pp |
| Annual return | 16.17% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,982 | $2,928+1.9% | $3,737-20.2% | $2,670+11.7% |
| Participant deferral / active EE | $6,190 | $3,659+69.2% | $4,878+26.9% | $4,125+50.0% |
| Admin fee / account holder | $13,267 | $5,216+154.3% | $6,730+97.1% | $5,651+134.8% |