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 | $131,122 | $67,411+94.5% | $91,001+44.1% | $70,131+87.0% |
| Participation rate | 84.7% | 71.4%+13.4pp | 75.6%+9.1pp | 69.5%+15.2pp |
| Annual return | 14.40% | -40.16%+54.6pp | 4.60%+9.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,486 | $1,786-16.8% | $2,456-39.5% | $2,342-36.6% |
| Participant deferral / active EE | $4,870 | $2,823+72.5% | $3,547+37.3% | $3,332+46.2% |
| Admin fee / account holder | $10,447 | $4,236+146.6% | $5,417+92.8% | $4,645+124.9% |