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 | $142,525 | $109,881+29.7% | $150,045-5.0% | $84,808+68.1% |
| Participation rate | 78.1% | 76.1%+2.0pp | 82.3%-4.2pp | 68.3%+9.8pp |
| Annual return | 15.90% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,874 | $3,561-19.3% | $4,693-38.8% | $2,631+9.2% |
| Participant deferral / active EE | $7,798 | $6,636+17.5% | $7,997-2.5% | $4,212+85.2% |
| Admin fee / account holder | $18,552 | $8,568+116.5% | $13,435+38.1% | $7,344+152.6% |