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 | $137,781 | $76,670+79.7% | $96,683+42.5% | $71,457+92.8% |
| Participation rate | 73.3% | 66.6%+6.7pp | 74.3%-1.1pp | 67.9%+5.4pp |
| Annual return | 20.17% | 48.29%-28.1pp | 35.69%-15.5pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,180 | $3,031-61.1% | $3,737-68.4% | $2,588-54.4% |
| Participant deferral / active EE | $4,723 | $3,771+25.2% | $4,878-3.2% | $4,289+10.1% |
| Admin fee / account holder | $5,152 | $2,028+154.0% | $6,730-23.4% | $1,587+224.6% |