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 | $135,264 | $89,753+50.7% | $107,525+25.8% | $84,808+59.5% |
| Participation rate | 75.9% | 68.1%+7.8pp | 75.1%+0.8pp | 68.3%+7.6pp |
| Annual return | 18.41% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,135 | $3,113+0.7% | $3,754-16.5% | $2,631+19.1% |
| Participant deferral / active EE | $10,278 | $4,056+153.4% | $5,116+100.9% | $4,212+144.1% |
| Admin fee / account holder | $9,390 | $7,222+30.0% | $8,919+5.3% | $7,344+27.9% |