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 | $142,645 | $95,803+48.9% | $113,168+26.0% | $84,808+68.2% |
| Participation rate | 95.5% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.2pp |
| Annual return | 13.65% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,622 | $2,360-31.3% | $2,975-45.5% | $2,631-38.4% |
| Participant deferral / active EE | $5,357 | $4,242+26.3% | $5,107+4.9% | $4,212+27.2% |
| Admin fee / account holder | $14,736 | $8,989+63.9% | $12,068+22.1% | $7,344+100.7% |