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 | $139,435 | $227,396-38.7% | $442,409-68.5% | $116,875+19.3% |
| Participation rate | 75.9% | 85.7%-9.9pp | 88.0%-12.1pp | 74.5%+1.3pp |
| Annual return | 21.79% | 16.35%+5.4pp | 90.53%-68.7pp | 16.29%+5.5pp |
| Employer contribution / active EE | $4,526 | $5,244-13.7% | $7,697-41.2% | $3,288+37.7% |
| Participant deferral / active EE | $11,634 | $7,352+58.2% | $7,555+54.0% | $3,885+199.5% |
| Admin fee / account holder | $10,280 | $16,310-37.0% | $51,603-80.1% | $12,263-16.2% |