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 | $137,824 | $54,705+151.9% | $71,209+93.5% | $84,808+62.5% |
| Participation rate | 75.9% | 64.1%+11.8pp | 73.8%+2.1pp | 68.3%+7.6pp |
| Annual return | 20.85% | 35.90%-15.0pp | 282.51%-261.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $3,142 | $2,158+45.6% | $2,721+15.5% | $2,631+19.4% |
| Participant deferral / active EE | $4,711 | $3,030+55.5% | $4,175+12.8% | $4,212+11.9% |
| Admin fee / account holder | $14,444 | $4,863+197.0% | $5,349+170.0% | $7,344+96.7% |