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 | $142,049 | $109,359+29.9% | $162,163-12.4% | $72,985+94.6% |
| Participation rate | 91.7% | 84.3%+7.4pp | 87.6%+4.1pp | 69.5%+22.2pp |
| Annual return | 18.02% | 25.46%-7.4pp | 115.59%-97.6pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,844 | $3,907-52.8% | $5,614-67.2% | $2,440-24.4% |
| Participant deferral / active EE | $4,563 | $5,481-16.7% | $7,298-37.5% | $3,607+26.5% |
| Admin fee / account holder | $3,820 | $7,972-52.1% | $10,843-64.8% | $5,124-25.4% |