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 | $125,944 | $73,933+70.3% | $96,683+30.3% | $75,163+67.6% |
| Participation rate | 72.4% | 66.4%+6.0pp | 74.3%-1.9pp | 67.2%+5.2pp |
| Annual return | 14.58% | 26.70%-12.1pp | 35.69%-21.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $3,758 | $2,928+28.3% | $3,737+0.6% | $2,670+40.7% |
| Participant deferral / active EE | $10,483 | $3,659+186.5% | $4,878+114.9% | $4,125+154.1% |
| Admin fee / account holder | $8,485 | $5,216+62.7% | $6,730+26.1% | $5,651+50.2% |