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 | $141,521 | $87,013+62.6% | $106,213+33.2% | $80,856+75.0% |
| Participation rate | 75.5% | 70.4%+5.1pp | 75.3%+0.2pp | 67.6%+7.9pp |
| Annual return | 12.46% | 17.05%-4.6pp | 116.14%-103.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $700 | $2,395-70.8% | $3,171-77.9% | $2,755-74.6% |
| Participant deferral / active EE | $5,359 | $3,986+34.4% | $5,016+6.8% | $4,296+24.7% |
| Admin fee / account holder | $28,121 | $8,431+233.5% | $11,033+154.9% | $6,918+306.5% |