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 | $118,291 | $91,190+29.7% | $178,490-33.7% | $79,858+48.1% |
| Participation rate | 87.2% | 69.2%+18.0pp | 81.9%+5.3pp | 69.6%+17.5pp |
| Annual return | 14.42% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,973 | $3,256-8.7% | $5,011-40.7% | $2,471+20.3% |
| Participant deferral / active EE | $8,478 | $3,236+162.0% | $5,202+63.0% | $3,740+126.7% |
| Admin fee / account holder | $6,684 | $6,751-1.0% | $13,984-52.2% | $5,306+26.0% |