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 6-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 | $139,636 | $81,460+71.4% | $103,333+35.1% | $80,856+72.7% |
| Participation rate | 78.4% | 66.8%+11.6pp | 74.5%+3.9pp | 67.6%+10.8pp |
| Annual return | 11.92% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,842 | $3,105-8.5% | $3,868-26.5% | $2,755+3.2% |
| Participant deferral / active EE | $5,386 | $3,869+39.2% | $5,057+6.5% | $4,296+25.4% |
| Admin fee / account holder | $13,032 | $6,566+98.5% | $8,355+56.0% | $6,918+88.4% |