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 | $124,234 | $101,724+22.1% | $164,813-24.6% | $80,856+53.6% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 15.60% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,345 | $2,953-54.5% | $4,341-69.0% | $2,755-51.2% |
| Participant deferral / active EE | $3,247 | $4,477-27.5% | $6,031-46.2% | $4,296-24.4% |
| Admin fee / account holder | $3,334 | $8,227-59.5% | $12,690-73.7% | $6,918-51.8% |