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 | $138,008 | $89,753+53.8% | $107,525+28.3% | $84,808+62.7% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 13.19% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,340 | $3,113+7.3% | $3,754-11.0% | $2,631+26.9% |
| Participant deferral / active EE | $8,233 | $4,056+103.0% | $5,116+60.9% | $4,212+95.5% |
| Admin fee / account holder | $2,996 | $7,222-58.5% | $8,919-66.4% | $7,344-59.2% |