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 | $142,533 | $94,625+50.6% | $116,228+22.6% | $84,808+68.1% |
| Participation rate | 75.0% | 70.4%+4.6pp | 74.6%+0.4pp | 68.3%+6.7pp |
| Annual return | 16.93% | 20.40%-3.5pp | 90.06%-73.1pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,645 | $2,347-29.9% | $2,994-45.1% | $2,631-37.5% |
| Participant deferral / active EE | $6,261 | $3,972+57.6% | $4,953+26.4% | $4,212+48.7% |
| Admin fee / account holder | $735 | $10,091-92.7% | $11,989-93.9% | $7,344-90.0% |