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 | $142,978 | $101,724+40.6% | $164,813-13.2% | $80,856+76.8% |
| Participation rate | 82.9% | 71.8%+11.0pp | 78.6%+4.3pp | 67.6%+15.2pp |
| Annual return | 15.39% | 16.72%-1.3pp | 69.93%-54.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,491 | $2,953-49.5% | $4,341-65.7% | $2,755-45.9% |
| Participant deferral / active EE | $4,029 | $4,477-10.0% | $6,031-33.2% | $4,296-6.2% |
| Admin fee / account holder | $9,034 | $8,227+9.8% | $12,690-28.8% | $6,918+30.6% |