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 | $119,642 | $87,013+37.5% | $106,213+12.6% | $80,856+48.0% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.3%+17.0pp | 67.6%+24.7pp |
| Annual return | 17.05% | 17.05%0pp | 116.14%-99.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,889 | $2,395+20.6% | $3,171-8.9% | $2,755+4.9% |
| Participant deferral / active EE | $2,004 | $3,986-49.7% | $5,016-60.1% | $4,296-53.4% |
| Admin fee / account holder | $17,833 | $8,431+111.5% | $11,033+61.6% | $6,918+157.8% |