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 7-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 | $145,976 | $138,347+5.5% | $184,203-20.8% | $80,856+80.5% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.6%+25.2pp |
| Annual return | 12.87% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,118 | $4,850-15.1% | $6,427-35.9% | $2,755+49.5% |
| Participant deferral / active EE | $10,133 | $7,071+43.3% | $9,131+11.0% | $4,296+135.9% |
| Admin fee / account holder | $32,378 | $10,483+208.8% | $13,901+132.9% | $6,918+368.0% |