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 | $142,733 | $89,753+59.0% | $107,525+32.7% | $84,808+68.3% |
| Participation rate | 98.1% | 68.1%+30.1pp | 75.1%+23.0pp | 68.3%+29.8pp |
| Annual return | 16.95% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,056 | $3,113-33.9% | $3,754-45.2% | $2,631-21.8% |
| Participant deferral / active EE | $5,744 | $4,056+41.6% | $5,116+12.3% | $4,212+36.4% |
| Admin fee / account holder | $5,526 | $7,222-23.5% | $8,919-38.0% | $7,344-24.8% |