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 | $142,817 | $81,460+75.3% | $103,333+38.2% | $80,856+76.6% |
| Participation rate | 84.0% | 66.8%+17.2pp | 74.5%+9.5pp | 67.6%+16.4pp |
| Annual return | 11.48% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,803 | $3,105-41.9% | $3,868-53.4% | $2,755-34.6% |
| Participant deferral / active EE | $4,107 | $3,869+6.2% | $5,057-18.8% | $4,296-4.4% |
| Admin fee / account holder | $722 | $6,566-89.0% | $8,355-91.4% | $6,918-89.6% |