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 | $141,220 | $101,724+38.8% | $164,813-14.3% | $80,856+74.7% |
| Participation rate | 97.1% | 71.8%+25.2pp | 78.6%+18.5pp | 67.6%+29.4pp |
| Annual return | 16.00% | 16.72%-0.7pp | 69.93%-53.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,847 | $2,953-37.5% | $4,341-57.5% | $2,755-33.0% |
| Participant deferral / active EE | $4,354 | $4,477-2.8% | $6,031-27.8% | $4,296+1.3% |
| Admin fee / account holder | $11,971 | $8,227+45.5% | $12,690-5.7% | $6,918+73.0% |