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 | $119,163 | $83,477+42.7% | $125,175-4.8% | $72,985+63.3% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.5%+16.7pp |
| Annual return | 19.07% | 25.78%-6.7pp | 43.79%-24.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,695 | $2,345-27.7% | $3,865-56.1% | $2,440-30.5% |
| Participant deferral / active EE | $5,669 | $3,585+58.1% | $4,937+14.8% | $3,607+57.1% |
| Admin fee / account holder | $21,295 | $5,517+286.0% | $9,702+119.5% | $5,124+315.6% |