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 | $139,981 | $89,355+56.7% | $141,162-0.8% | $72,985+91.8% |
| Participation rate | 92.2% | 75.1%+17.0pp | 82.5%+9.7pp | 69.5%+22.7pp |
| Annual return | 19.74% | 111.85%-92.1pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $3,132 | $3,114+0.6% | $4,735-33.8% | $2,440+28.4% |
| Participant deferral / active EE | $6,460 | $5,418+19.2% | $6,709-3.7% | $3,607+79.1% |
| Admin fee / account holder | $16,727 | $5,958+180.7% | $10,261+63.0% | $5,124+226.4% |