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 | $140,202 | $89,753+56.2% | $107,525+30.4% | $84,808+65.3% |
| Participation rate | 73.1% | 68.1%+5.0pp | 75.1%-2.0pp | 68.3%+4.8pp |
| Annual return | 14.62% | 29.48%-14.9pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,477 | $3,113-20.4% | $3,754-34.0% | $2,631-5.9% |
| Participant deferral / active EE | $4,298 | $4,056+6.0% | $5,116-16.0% | $4,212+2.0% |
| Admin fee / account holder | $12,453 | $7,222+72.4% | $8,919+39.6% | $7,344+69.6% |