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 | $137,202 | $89,753+52.9% | $107,525+27.6% | $84,808+61.8% |
| Participation rate | 72.9% | 68.1%+4.9pp | 75.1%-2.2pp | 68.3%+4.6pp |
| Annual return | 17.53% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,022 | $3,113-35.0% | $3,754-46.1% | $2,631-23.1% |
| Participant deferral / active EE | $3,057 | $4,056-24.6% | $5,116-40.3% | $4,212-27.4% |
| Admin fee / account holder | $1,515 | $7,222-79.0% | $8,919-83.0% | $7,344-79.4% |