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 | $139,973 | $73,933+89.3% | $96,683+44.8% | $75,163+86.2% |
| Participation rate | 82.1% | 66.4%+15.7pp | 74.3%+7.8pp | 67.2%+15.0pp |
| Annual return | 22.98% | 26.70%-3.7pp | 35.69%-12.7pp | 160.62%-137.6pp |
| Employer contribution / active EE | $2,910 | $2,928-0.6% | $3,737-22.1% | $2,670+9.0% |
| Participant deferral / active EE | $6,685 | $3,659+82.7% | $4,878+37.0% | $4,125+62.1% |
| Admin fee / account holder | $17,054 | $5,216+226.9% | $6,730+153.4% | $5,651+201.8% |