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 | $144,575 | $64,324+124.8% | $118,925+21.6% | $79,858+81.0% |
| Participation rate | 93.2% | 64.9%+28.4pp | 75.4%+17.9pp | 69.6%+23.6pp |
| Annual return | 12.17% | 86.45%-74.3pp | 35.88%-23.7pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,553 | $1,836+39.0% | $3,263-21.8% | $2,471+3.3% |
| Participant deferral / active EE | $3,883 | $2,824+37.5% | $4,265-8.9% | $3,740+3.8% |
| Admin fee / account holder | $12,552 | $4,040+210.7% | $6,581+90.7% | $5,306+136.5% |