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 | $119,402 | $92,985+28.4% | $153,485-22.2% | $80,856+47.7% |
| Participation rate | 95.9% | 69.0%+26.9pp | 77.1%+18.8pp | 67.6%+28.3pp |
| Annual return | 12.69% | 19.95%-7.3pp | 15.65%-3.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,560 | $3,507+1.5% | $5,039-29.4% | $2,755+29.2% |
| Participant deferral / active EE | $6,976 | $5,178+34.7% | $6,757+3.2% | $4,296+62.4% |
| Admin fee / account holder | $16,242 | $8,880+82.9% | $12,724+27.6% | $6,918+134.8% |