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 | $125,330 | $80,673+55.4% | $101,326+23.7% | $84,808+47.8% |
| Participation rate | 77.3% | 77.8%-0.5pp | 81.5%-4.2pp | 68.3%+9.0pp |
| Annual return | 18.65% | 38.95%-20.3pp | 36.82%-18.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,566 | $2,698-4.9% | $3,665-30.0% | $2,631-2.5% |
| Participant deferral / active EE | $5,845 | $6,840-14.6% | $7,994-26.9% | $4,212+38.8% |
| Admin fee / account holder | $36,823 | $12,784+188.0% | $11,185+229.2% | $7,344+401.4% |