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 | $131,537 | $52,580+150.2% | $71,671+83.5% | $70,131+87.6% |
| Participation rate | 77.8% | 60.9%+16.9pp | 68.7%+9.0pp | 69.5%+8.2pp |
| Annual return | 15.78% | 20.25%-4.5pp | 20.65%-4.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,233 | $1,616-23.7% | $2,460-49.9% | $2,342-47.4% |
| Participant deferral / active EE | $3,236 | $2,386+35.6% | $3,438-5.9% | $3,332-2.9% |
| Admin fee / account holder | $7,125 | $3,653+95.0% | $5,558+28.2% | $4,645+53.4% |