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 | $137,047 | $74,927+82.9% | $101,794+34.6% | $84,808+61.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 12.96% | 18.70%-5.7pp | 30.53%-17.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,651 | $1,522+8.5% | $2,289-27.9% | $2,631-37.2% |
| Participant deferral / active EE | $2,149 | $3,099-30.7% | $4,084-47.4% | $4,212-49.0% |
| Admin fee / account holder | $5,516 | $6,514-15.3% | $8,777-37.2% | $7,344-24.9% |