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 | $111,726 | $72,277+54.6% | $101,248+10.3% | $79,858+39.9% |
| Participation rate | 80.4% | 68.5%+12.0pp | 75.8%+4.6pp | 69.6%+10.8pp |
| Annual return | 11.12% | 22.30%-11.2pp | 46.47%-35.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $2,177 | $2,692-19.1% | $3,660-40.5% | $2,471-11.9% |
| Participant deferral / active EE | $6,057 | $3,282+84.6% | $4,370+38.6% | $3,740+61.9% |
| Admin fee / account holder | $29,507 | $4,400+570.6% | $5,945+396.3% | $5,306+456.1% |