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 | $144,119 | $94,625+52.3% | $116,228+24.0% | $84,808+69.9% |
| Participation rate | 93.1% | 70.4%+22.7pp | 74.6%+18.6pp | 68.3%+24.8pp |
| Annual return | 12.26% | 20.40%-8.1pp | 90.06%-77.8pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,100 | $2,347-53.1% | $2,994-63.3% | $2,631-58.2% |
| Participant deferral / active EE | $4,123 | $3,972+3.8% | $4,953-16.8% | $4,212-2.1% |
| Admin fee / account holder | $8,931 | $10,091-11.5% | $11,989-25.5% | $7,344+21.6% |