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 | $148,423 | $59,101+151.1% | $77,163+92.4% | $75,163+97.5% |
| Participation rate | 72.2% | 63.9%+8.4pp | 69.6%+2.7pp | 67.2%+5.0pp |
| Annual return | 20.82% | 26.71%-5.9pp | 37.87%-17.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,249 | $1,995+12.7% | $2,535-11.3% | $2,670-15.8% |
| Participant deferral / active EE | $5,685 | $2,999+89.5% | $3,833+48.3% | $4,125+37.8% |
| Admin fee / account holder | $4,248 | $4,774-11.0% | $5,472-22.4% | $5,651-24.8% |