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 | $130,892 | $81,460+60.7% | $103,333+26.7% | $80,856+61.9% |
| Participation rate | 90.2% | 66.8%+23.4pp | 74.5%+15.7pp | 67.6%+22.6pp |
| Annual return | 10.65% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,846 | $3,105-8.4% | $3,868-26.4% | $2,755+3.3% |
| Participant deferral / active EE | $4,581 | $3,869+18.4% | $5,057-9.4% | $4,296+6.6% |
| Admin fee / account holder | $16,430 | $6,566+150.2% | $8,355+96.7% | $6,918+137.5% |