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 | $143,840 | $89,753+60.3% | $107,525+33.8% | $84,808+69.6% |
| Participation rate | 70.6% | 68.1%+2.5pp | 75.1%-4.5pp | 68.3%+2.3pp |
| Annual return | 13.03% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,823 | $3,113-9.3% | $3,754-24.8% | $2,631+7.3% |
| Participant deferral / active EE | $5,355 | $4,056+32.0% | $5,116+4.7% | $4,212+27.2% |
| Admin fee / account holder | $10,347 | $7,222+43.3% | $8,919+16.0% | $7,344+40.9% |