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 | $134,073 | $95,803+39.9% | $113,168+18.5% | $84,808+58.1% |
| Participation rate | 82.1% | 72.9%+9.2pp | 76.6%+5.5pp | 68.3%+13.7pp |
| Annual return | 15.59% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,466 | $2,360+4.5% | $2,975-17.1% | $2,631-6.3% |
| Participant deferral / active EE | $6,218 | $4,242+46.6% | $5,107+21.8% | $4,212+47.6% |
| Admin fee / account holder | $10,497 | $8,989+16.8% | $12,068-13.0% | $7,344+42.9% |