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 | $142,085 | $109,413+29.9% | $156,263-9.1% | $84,808+67.5% |
| Participation rate | 90.9% | 72.7%+18.2pp | 78.9%+12.0pp | 68.3%+22.6pp |
| Annual return | 15.05% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,171 | $2,907-25.3% | $4,333-49.9% | $2,631-17.5% |
| Participant deferral / active EE | $5,815 | $4,590+26.7% | $6,158-5.6% | $4,212+38.1% |
| Admin fee / account holder | $1,350 | $9,357-85.6% | $14,255-90.5% | $7,344-81.6% |