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 | $136,862 | $57,016+140.0% | $84,966+61.1% | $80,856+69.3% |
| Participation rate | 95.9% | 56.3%+39.5pp | 67.5%+28.4pp | 67.6%+28.3pp |
| Annual return | 11.44% | 21.66%-10.2pp | 66.38%-54.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,688 | $1,798+105.2% | $2,727+35.2% | $2,755+33.9% |
| Participant deferral / active EE | $4,839 | $3,110+55.6% | $4,519+7.1% | $4,296+12.6% |
| Admin fee / account holder | $16,907 | $4,980+239.5% | $6,149+175.0% | $6,918+144.4% |