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 | $143,411 | $81,460+76.1% | $103,333+38.8% | $80,856+77.4% |
| Participation rate | 79.4% | 66.8%+12.6pp | 74.5%+4.9pp | 67.6%+11.8pp |
| Annual return | 16.24% | 25.55%-9.3pp | 24.88%-8.6pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,025 | $3,105-2.6% | $3,868-21.8% | $2,755+9.8% |
| Participant deferral / active EE | $9,244 | $3,869+139.0% | $5,057+82.8% | $4,296+115.2% |
| Admin fee / account holder | $57,241 | $6,566+771.7% | $8,355+585.1% | $6,918+727.4% |