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 | $122,005 | $89,753+35.9% | $107,525+13.5% | $84,808+43.9% |
| Participation rate | 74.4% | 68.1%+6.4pp | 75.1%-0.7pp | 68.3%+6.1pp |
| Annual return | 14.37% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,554 | $3,113+14.1% | $3,754-5.3% | $2,631+35.1% |
| Participant deferral / active EE | $4,609 | $4,056+13.6% | $5,116-9.9% | $4,212+9.4% |
| Admin fee / account holder | $4,996 | $7,222-30.8% | $8,919-44.0% | $7,344-32.0% |