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 | $145,329 | $91,552+58.7% | $133,956+8.5% | $79,858+82.0% |
| Participation rate | 81.6% | 73.3%+8.3pp | 79.8%+1.8pp | 69.6%+12.0pp |
| Annual return | 17.02% | 61.85%-44.8pp | 45.09%-28.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,012 | $2,384+26.4% | $3,919-23.1% | $2,471+21.9% |
| Participant deferral / active EE | $5,476 | $3,733+46.7% | $5,048+8.5% | $3,740+46.4% |
| Admin fee / account holder | $4,566 | $6,321-27.8% | $8,927-48.8% | $5,306-13.9% |