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 | $140,499 | $95,803+46.7% | $113,168+24.2% | $84,808+65.7% |
| Participation rate | 75.7% | 72.9%+2.8pp | 76.6%-0.9pp | 68.3%+7.4pp |
| Annual return | 13.04% | 25.00%-12.0pp | 24.27%-11.2pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,787 | $2,360+18.1% | $2,975-6.3% | $2,631+5.9% |
| Participant deferral / active EE | $5,118 | $4,242+20.7% | $5,107+0.2% | $4,212+21.5% |
| Admin fee / account holder | $53,103 | $8,989+490.8% | $12,068+340.0% | $7,344+623.1% |