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 | $137,841 | $78,422+75.8% | $95,952+43.7% | $79,858+72.6% |
| Participation rate | 89.7% | 73.5%+16.2pp | 77.1%+12.6pp | 69.6%+20.1pp |
| Annual return | 12.98% | 19.37%-6.4pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,226 | $1,945-37.0% | $2,541-51.7% | $2,471-50.4% |
| Participant deferral / active EE | $5,168 | $3,440+50.2% | $4,167+24.0% | $3,740+38.2% |
| Admin fee / account holder | $1,678 | $5,622-70.2% | $6,795-75.3% | $5,306-68.4% |