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 | $142,340 | $102,605+38.7% | $145,661-2.3% | $84,808+67.8% |
| Participation rate | 87.9% | 74.3%+13.7pp | 77.2%+10.7pp | 68.3%+19.6pp |
| Annual return | 14.26% | 26.50%-12.2pp | 101.46%-87.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,614 | $3,325+8.7% | $4,238-14.7% | $2,631+37.4% |
| Participant deferral / active EE | $8,828 | $5,750+53.5% | $7,198+22.6% | $4,212+109.6% |
| Admin fee / account holder | $35,940 | $8,758+310.4% | $12,466+188.3% | $7,344+389.4% |