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 | $135,692 | $89,753+51.2% | $107,525+26.2% | $84,808+60.0% |
| Participation rate | 96.7% | 68.1%+28.6pp | 75.1%+21.6pp | 68.3%+28.4pp |
| Annual return | 17.00% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,447 | $3,113-21.4% | $3,754-34.8% | $2,631-7.0% |
| Participant deferral / active EE | $4,652 | $4,056+14.7% | $5,116-9.1% | $4,212+10.4% |
| Admin fee / account holder | $9,642 | $7,222+33.5% | $8,919+8.1% | $7,344+31.3% |