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 9-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 | $130,109 | $101,724+27.9% | $164,813-21.1% | $80,856+60.9% |
| Participation rate | 75.9% | 71.8%+4.0pp | 78.6%-2.7pp | 67.6%+8.2pp |
| Annual return | 12.28% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,423 | $2,953-51.8% | $4,341-67.2% | $2,755-48.3% |
| Participant deferral / active EE | $6,896 | $4,477+54.0% | $6,031+14.3% | $4,296+60.5% |
| Admin fee / account holder | $23,411 | $8,227+184.6% | $12,690+84.5% | $6,918+238.4% |