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 | $126,350 | $73,933+70.9% | $96,683+30.7% | $75,163+68.1% |
| Participation rate | 78.1% | 66.4%+11.7pp | 74.3%+3.8pp | 67.2%+10.9pp |
| Annual return | 15.43% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,234 | $2,928-23.7% | $3,737-40.2% | $2,670-16.3% |
| Participant deferral / active EE | $3,637 | $3,659-0.6% | $4,878-25.4% | $4,125-11.8% |
| Admin fee / account holder | $7,273 | $5,216+39.4% | $6,730+8.1% | $5,651+28.7% |