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 | $142,689 | $101,724+40.3% | $164,813-13.4% | $80,856+76.5% |
| Participation rate | 94.4% | 71.8%+22.6pp | 78.6%+15.8pp | 67.6%+26.8pp |
| Annual return | 12.70% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $6,894 | $2,953+133.4% | $4,341+58.8% | $2,755+150.3% |
| Participant deferral / active EE | $5,200 | $4,477+16.2% | $6,031-13.8% | $4,296+21.1% |
| Admin fee / account holder | $28,718 | $8,227+249.1% | $12,690+126.3% | $6,918+315.1% |