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 | $143,589 | $89,753+60.0% | $107,525+33.5% | $84,808+69.3% |
| Participation rate | 71.2% | 68.1%+3.1pp | 75.1%-3.9pp | 68.3%+2.8pp |
| Annual return | 13.03% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,040 | $3,113-34.5% | $3,754-45.7% | $2,631-22.5% |
| Participant deferral / active EE | $9,694 | $4,056+139.0% | $5,116+89.5% | $4,212+130.2% |
| Admin fee / account holder | $4,461 | $7,222-38.2% | $8,919-50.0% | $7,344-39.3% |