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 | $143,250 | $57,016+151.2% | $84,966+68.6% | $80,856+77.2% |
| Participation rate | 77.6% | 56.3%+21.2pp | 67.5%+10.1pp | 67.6%+9.9pp |
| Annual return | 26.87% | 21.66%+5.2pp | 66.38%-39.5pp | 35.59%-8.7pp |
| Employer contribution / active EE | $2,732 | $1,798+52.0% | $2,727+0.2% | $2,755-0.8% |
| Participant deferral / active EE | $8,291 | $3,110+166.6% | $4,519+83.5% | $4,296+93.0% |
| Admin fee / account holder | $8,901 | $4,980+78.7% | $6,149+44.8% | $6,918+28.7% |