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 | $132,905 | $101,724+30.7% | $164,813-19.4% | $80,856+64.4% |
| Participation rate | 89.7% | 71.8%+17.8pp | 78.6%+11.1pp | 67.6%+22.0pp |
| Annual return | 11.95% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,114 | $2,953+5.4% | $4,341-28.3% | $2,755+13.0% |
| Participant deferral / active EE | $7,292 | $4,477+62.9% | $6,031+20.9% | $4,296+69.7% |
| Admin fee / account holder | $24,841 | $8,227+201.9% | $12,690+95.8% | $6,918+259.1% |