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 | $134,467 | $109,413+22.9% | $156,263-13.9% | $84,808+58.6% |
| Participation rate | 83.8% | 72.7%+11.1pp | 78.9%+4.9pp | 68.3%+15.5pp |
| Annual return | 22.22% | 20.18%+2.0pp | 59.47%-37.2pp | 40.90%-18.7pp |
| Employer contribution / active EE | $2,245 | $2,907-22.8% | $4,333-48.2% | $2,631-14.7% |
| Participant deferral / active EE | $4,096 | $4,590-10.8% | $6,158-33.5% | $4,212-2.8% |
| Admin fee / account holder | $22,715 | $9,357+142.8% | $14,255+59.4% | $7,344+209.3% |