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 | $118,425 | $93,571+26.6% | $135,903-12.9% | $75,163+57.6% |
| Participation rate | 82.5% | 75.2%+7.3pp | 81.9%+0.5pp | 67.2%+15.3pp |
| Annual return | 18.47% | 30.90%-12.4pp | 68.23%-49.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,229 | $3,537-65.2% | $4,856-74.7% | $2,670-54.0% |
| Participant deferral / active EE | $7,399 | $6,404+15.5% | $7,758-4.6% | $4,125+79.4% |
| Admin fee / account holder | $10,950 | $6,975+57.0% | $10,762+1.7% | $5,651+93.8% |