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 | $137,178 | $64,324+113.3% | $118,925+15.3% | $79,858+71.8% |
| Participation rate | 75.9% | 64.9%+11.0pp | 75.4%+0.5pp | 69.6%+6.2pp |
| Annual return | 17.75% | 86.45%-68.7pp | 35.88%-18.1pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,839 | $1,836+0.1% | $3,263-43.6% | $2,471-25.6% |
| Participant deferral / active EE | $2,048 | $2,824-27.5% | $4,265-52.0% | $3,740-45.2% |
| Admin fee / account holder | $12,589 | $4,040+211.6% | $6,581+91.3% | $5,306+137.2% |