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 | $139,893 | $100,923+38.6% | $150,045-6.8% | $74,304+88.3% |
| Participation rate | 74.5% | 70.1%+4.4pp | 82.3%-7.8pp | 60.3%+14.2pp |
| Annual return | 16.50% | 51.77%-35.3pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,880 | $3,463-16.9% | $4,693-38.6% | $2,241+28.5% |
| Participant deferral / active EE | $7,402 | $6,709+10.3% | $7,997-7.4% | $3,767+96.5% |
| Admin fee / account holder | $8,165 | $2,767+195.1% | $13,435-39.2% | $2,969+175.0% |