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 | $143,898 | $95,803+50.2% | $113,168+27.2% | $84,808+69.7% |
| Participation rate | 73.6% | 72.9%+0.7pp | 76.6%-3.0pp | 68.3%+5.3pp |
| Annual return | 15.09% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,623 | $2,360-31.2% | $2,975-45.4% | $2,631-38.3% |
| Participant deferral / active EE | $2,871 | $4,242-32.3% | $5,107-43.8% | $4,212-31.8% |
| Admin fee / account holder | $7,200 | $8,989-19.9% | $12,068-40.3% | $7,344-2.0% |