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 | $118,210 | $72,012+64.2% | $185,823-36.4% | $79,858+48.0% |
| Participation rate | 79.2% | 65.8%+13.5pp | 78.0%+1.2pp | 69.6%+9.6pp |
| Annual return | 19.18% | 23.12%-3.9pp | 35.95%-16.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,446 | $1,965-26.4% | $4,087-64.6% | $2,471-41.5% |
| Participant deferral / active EE | $6,730 | $3,779+78.1% | $5,632+19.5% | $3,740+79.9% |
| Admin fee / account holder | $2,235 | $4,513-50.5% | $9,500-76.5% | $5,306-57.9% |