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 | $132,961 | $89,753+48.1% | $107,525+23.7% | $84,808+56.8% |
| Participation rate | 76.5% | 68.1%+8.4pp | 75.1%+1.4pp | 68.3%+8.2pp |
| Annual return | 13.10% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,164 | $3,113-30.5% | $3,754-42.4% | $2,631-17.8% |
| Participant deferral / active EE | $5,041 | $4,056+24.3% | $5,116-1.5% | $4,212+19.7% |
| Admin fee / account holder | $16,464 | $7,222+128.0% | $8,919+84.6% | $7,344+124.2% |